Clearwell Group

Clearwell Group provides wealth management, financial planning, and discretionary and non‑discretionary investment management across public and private markets, including direct private equity, real estate, and pooled investment vehicles. Its client base includes high‑net‑worth individuals and entrepreneurial founder families as well as trusts, estates, charitable organizations, pooled vehicles and certain institutional clients.

The firm follows an equity‑focused, long‑term, asset‑allocation approach and combines direct portfolio management with a manager‑of‑managers model, conducting due diligence and ongoing monitoring of third‑party investment managers. It offers financial planning and some advisory services on a fixed‑fee basis and may recommend participation in firm‑sponsored pooled vehicles where appropriate to client objectives.

Distinctive aspects disclosed in the brochure include an affiliated sponsor (Clearwell Fund Management, LLC) that runs private pooled vehicles and the firm’s willingness to receive performance‑based allocations and monitoring or transaction fees from portfolio companies, with personnel sometimes taking board or observer roles. Originating from a family‑office structure and sharing personnel with a family office services business, Clearwell also emphasizes selection of other advisers and has a relatively concentrated client roster for its reported regulatory assets, with policies described to address allocation and conflict‑of‑interest risks.