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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Tampa, FL HQ: Tampa, FL

Clearwell Group

$0.4B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($50.2M parsed USD across disclosed rows) across disclosed strategy exposure in Private Equity, Real Estate, Venture Capital, Buyout, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$50.2M
Total AUM: $0.4B
Median Disclosed Amount
$4.1M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Clearwell Group

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Abingworth Clinical Co-Development Fund 3, LPAdviser 7.B Vehicle Private Equity 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Real Estate Opportunities Fund IX, L.P.Adviser 7.B Vehicle Real Estate 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Owl Diversified Lending Fund II, L.P.Adviser 7.B Vehicle Direct Lending 2025
$4.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Jaguar Real Estate Partners II LPAdviser 7.B Vehicle Real Estate 2024
$3.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Bonfire Ventures IVAdviser 7.B Vehicle Venture Capital 2024
$3.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Clearwell Group

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Clearwell Group (Family Office / MFO, $0.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.2% Actual; $11.6M Unallocated Target Bandwidth). SEC Form ADV (801-130085, CRD #306186) verified $0.41B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Clearwell Group

506 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clearwell Group (12 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Ares Landmark Primary & Secondary FoF

Fund of Funds / Seeder Simsbury, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Real Estate Opportunities Fund IX (2025 Vintage)
Clearwell Group: $4.5M · SEC Form ADV 7.B
Ares Landmark Primary & Secondary FoF: $782.5M · SEC Form ADV 7.B

Additional shared vehicles: Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage) · Churchill Middle Market Senior Loan Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 3 Shared Vehicles

Aon Investments USA Inc.

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)
Clearwell Group: $4.1M · SEC Form ADV 7.B
Aon Investments USA Inc.: $871.9M · SEC Form ADV 7.B

Additional shared vehicles: Oaktree Real Estate Opportunities Fund IX (2025 Vintage) · Churchill Middle Market Senior Loan Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 3 Shared Vehicles

Princeton University Investment Company (PRINCO)

University Endowment North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Jaguar Real Estate Partners II LP (2024 Vintage)
Clearwell Group: $3.9M · SEC Form ADV 7.B
Princeton University Investment Company (PRINCO): $122.0M · IRS Form 990 Sched D

Additional shared vehicles: Bonfire Ventures IV (2024 Vintage) · Frazier Healthcare Growth Buyout Fund X (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+503 Additional Institutional LPs Report Shared Vehicles with Clearwell Group

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Clearwell Group

You are viewing 5 open public preview records (out of 12 total tracked records for Clearwell Group) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (506 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Clearwell Group

Private Equity LPs →Real Estate LPs →Venture Capital LPs →Buyout LPs →Direct Lending LPs →

Frequently Asked Questions: Clearwell Group

What type of institutional allocator is Clearwell Group and what is their typical disclosed ticket size?

Clearwell Group is categorized under Family Office / MFO (Regional Roadshow Hub: Tampa, FL; Headquarters: Tampa, FL). Across 12 historical disclosure records tracked on Prilago ($50.2M total parsed USD across disclosed rows), the median disclosed amount is $4.1M (range: $2.5M to $7.5M).

Which private-market strategies appear in Clearwell Group's public disclosures?

Clearwell Group has disclosed records across Private Equity, Real Estate, Venture Capital, Buyout, Direct Lending. Open preview records include Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage), Oaktree Real Estate Opportunities Fund IX, L.P. (2025 Vintage), Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage), Jaguar Real Estate Partners II LP (2024 Vintage).

How are Clearwell Group's historical records substantiated and separated from active searches on Prilago?

Records for Clearwell Group cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Clearwell Group's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/clearwell-group or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Clearwell Group?

In Prilago's bilateral commitment graph, Clearwell Group shares resolved underlying fund vehicles with 506 institutional LPs across 12 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Ares Landmark Primary & Secondary FoF (3 shared vehicles, e.g. Oaktree Real Estate Opportunities Fund IX (2025 Vintage)), Aon Investments USA Inc. (3 shared vehicles, e.g. Blue Owl Diversified Lending Fund II, L.P. (2025 Vintage)), Princeton University Investment Company (PRINCO) (3 shared vehicles, e.g. Jaguar Real Estate Partners II LP (2024 Vintage)).

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