Clearlake Capital Group, L.P.

RIASEC Registered
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 private investment manager organized as a limited partnership that serves predominantly institutional clients. The firm operates across private equity, hedge fund strategies and securitized-asset vehicles, and also engages in portfolio management for pooled investment vehicles and investment companies. It acts in sponsor and general partner roles for its funds, and carries business activity classifications that include CPO/CTA responsibilities. Compensation structures combine AUM-based fees with performance-based economics. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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