A family office investment business focused on building a lasting legacy of significance and stewardship.
We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.
Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States, with a focus on the state of Florida. We invest with the belief that businesses should generate positive investment return in addition to positive significance. Clearwell Group supports high-integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This approach aligns the interests of Clearwell Group with management to achieve the best possible outcome with the right amount of capital over the right period of time. Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. Read more about our investment criteria at https://clearwellgroup.com/portfolio/
Company Details
- Employees
- 11
- Founded
- -
- Address
- 610 West De Leon Street, Tampa,fl 33606,united States
- Phone
- (813) 435-5600
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- clearwellgroup.com
- Keywords
- Investment Management, Estate Planning, Philanthropic Advisory, Family Business Management, Private Equity Investments.
- HQ
- Tampa, FL
Clearwell Group Questions
Clearwell Group's helpline number is (813) 435-5600
Clearwell Group's website is clearwellgroup.com
Clearwell Group's LinkedIn profile is https://www.linkedin.com/company/clearwell-group
Clearwell Group has
11 employees.
View email and phone details for 11
employees at Clearwell Group.
Clearwell Group's industry is
Financial Services
Clearwell Group's top competitors are
Klh Capital,
Aberdeen Advisors, Inc.,
39 North Capital,
Weatherford Capital,
C.m. Capital Corporation,
Valor Environmental,
Modified Investments,
Lindell Investments, Inc.,
National Boiler Service, Llc,
Osceola Capital.
Clearwell Group's support email address is info@clearwellgroup.com
Clearwell Group's categories are Financial Services
Clearwell Group's founding year is 2009
