CLEARLAKE CAPITAL GROUP, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$83.6B
Discretionary
$83.6B
100% of AUM
Avg account
$568M
Accounts
147
Employees
250
Advisory reps
5

Firm details

Headquarters
SANTA MONICA, California
CRD number
157920
Registered since
March 30, 2012
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.66%
  • Investment Companies0.23%
  • Other0.06%
  • Insurance Companies0.05%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clearlake Capital Group, L.P. is a multi-strategy alternative asset manager that blends private equity and hedge fund activity with securitized-asset investing. The firm manages private funds and pooled vehicles for institutional clients and serves as sponsor and general partner on its sponsored vehicles. It operates under a fee model that combines a percentage-of-assets-under-management charge with performance-based fees and is registered as a CPO/CTA for some activities. Clearlake identifies as an active ESG investor and provides portfolio management services to investment companies, pooled vehicles and institutional or business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 93%, Cash & Cash Equivalents 7%93%
  • Other93%
  • Cash & Cash Equivalents7%

Owners & executives

3 of 3
  • JOHN CANNON

    Chief Compliance OfficerCRD 7278895

  • PEDRO URRUTIA

    Chief Financial OfficerCRD 4485571

  • FRED EBRAHEMI

    Partner, Chief Operating Officer & General CounselCRD 6473286

Contacts

2 of 2
  • BEHDAD EGHBALI

    Co-Founder and Managing PartnerCRD 2875077

  • JOSÉ FELICIANO

    Co-Founder and Managing PartnerCRD 2526803

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
233 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth