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Clearwell Group
AddedFeb 15, 2024
UpdatedJun 28, 2026
Clearwell Group

Clearwell Group

Operating

Clearwell Group LLC: US-based investment advisory firm offering estate planning and business management services.

Location
Tampa, FL, US
Founded
2009
Firm
Compare
Portfolio
Employees
Website

Clearwell Group is a US-based investment advisory firm that focuses on investment management, estate planning, philanthropic advisory, and family business consulting. The firm typically engages in Series B investment rounds, with notable investments such as First Aid Shot Therapy, which has raised $7 million.

The firm's investment philosophy centers around building a lasting legacy of significance and stewardship, emphasizing strong family culture and empowering businesses and individuals. Clearwell Group offers unique value-add services including estate planning and philanthropic advisory, positioning itself as a comprehensive family office.

Clearwell Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series B1 (100.0%)

Stage Mix

Series B 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

First Aid Shot Therapy logo

First Aid Shot Therapy

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Clearwell Group - Classification

Also Known As
  • Clearwell Group LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 5 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523940Portfolio Management and Investment Advice
SIC
  • 6000Depository Institutions
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified