Clearwell Advisors
Asset Manager SEC-registered adviser
Legal name: Clearwell Advisors, LLC
AUM
$413.5M
Regulatory AUM
Private funds
23
Private Equity 14 · Real Estate 8 · Other 1
Private fund assets
$197.8M
Gross asset value
Employees
9
Last Form D raise
Dec 2025
Most recent fund filing
From SEC Form ADV filing (filed Apr 1, 2026). View on SEC
Investment focus
As listed in industry directories; may be out of date.
- Geographies
- USA
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
Funds(23)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Fund 101 | Private Equity | $19.3M | $19.3M | 19 | Dec 2025 | Warm |
| Cwg Crystal Partners | Real Estate | $10.0M | — | — | Sep 2025 | Cool |
| Clearwell Investment Partners Series C | Private Equity | $43.4M | — | — | — | |
| Clearwell Investment Partners A-1, LLC | Other | $21.3M | — | — | — | |
| Clearwell Investment Partners Series B-1 | Private Equity | $14.1M | — | — | — | |
| Clearwell Investment Partners Series B | Private Equity | $14.0M | — | — | — | |
| Clearwell Group Investors IV | Private Equity | $12.8M | — | — | — | |
| Clearwell Investment Partners Series B-2 | Private Equity | $12.6M | — | — | — | |
| Clearwell Group Investors | Private Equity | $9.5M | — | — | — | |
| Cwg - Industrial | Private Equity | $8.9M | — | — | — | |
| Clearwell Group Investors II | Private Equity | $8.4M | — | — | — | |
| Fund 100 | Private Equity | $6.5M | — | — | — | |
| Clearwell Group Investors III | Private Equity | $3.7M | — | — | — | |
| Cwg - Sunlake Partners | Real Estate | $3.2M | — | — | — | |
| Cwg Cary Retail Partners | Real Estate | $3.0M | — | — | — |
Board seats(1)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Shares boards with
Firms whose people sit on the same company boards.
Regulatory identifiers
- CRD number
- 306186
- SEC file number
- 801-130085
Sources
- SEC Form ADV Oct 14, 2026