The CLEARWELL ADVISORS is a privately held investment adviser that advises $441.61mn in regulatory assets under management held in 3 SEC fund types across 5 investment strategies. CLEARWELL ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 4,111.76% over the last 5-years.
The Group has been registered with the SEC for 2.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 610 W. DE LEON ST., TAMPA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees increased by 125% over the last 5-years.
Their $441.61mn in assets advised are owned by 23 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $219.67mn or 49.74% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $197.81mn or 44.79% of Total Assets.
The Group's top investment strategies include Traditional LBO, Multi Strat and Real Estate, representing 78.11%, 12.77% and 6.58% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 23 private funds with $197.81mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CLEARWELL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.