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 investment manager established as a limited partnership and registered with the SEC in 2012. The firm combines private equity investing with hedge fund and securitized-asset activity and is involved in sponsor/GP roles for pooled vehicles. Its client base is institutional, and its compensation structure mixes asset-based fees with performance-linked fees. Clearlake also identifies as an active ESG investor and undertakes commodity pool or trading adviser activities in addition to serving as portfolio manager for investment companies, pooled investment vehicles, and institutional or corporate portfolios. The firm maintains affiliations across the industry that include broker-dealers and other investment advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    John Cannon

    Chief Compliance OfficerCRD 7278895

  • Pedro Urrutia

    Pedro Urrutia

    Chief Financial OfficerCRD 4485571

  • Fred Ebrahemi

    Fred Ebrahemi

    Partner, Chief Operating Officer & General CounselCRD 6473286

Contacts

2 of 2
  • Behdad Eghbali

    Behdad Eghbali

    Co-Founder and Managing PartnerCRD 2875077

  • José Feliciano

    José Feliciano

    Co-Founder and Managing PartnerCRD 2526803

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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