Clearwell Group

Clearwell Group

金融服务

Tampa,FL 396 位关注者

A family office investment firm focused on building a lasting legacy of significance and stewardship.

关于我们

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/

网站
https://clearwellgroup.com
所属行业
金融服务
规模
2-10 人
总部
Tampa,FL
类型
私人持股
创立
2009
领域
Investment Management、Estate Planning、Philanthropic Advisory、Family Business Management和Private Equity Investments

地点

Clearwell Group员工

动态

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