Clearlake Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Santa Monica, California
CRD number
337762
Registered since
May 29, 2026

Firm profile

FINTRX

Overview

Clearlake Capital Markets, LLC is organized as a limited liability company and is shown as having registered with the SEC in 2026. Ownership is identified as a mix of a domestic entity and an individual. Public-facing classification is listed as unclassified, and the firm is not designated as a capital allocator. Available profile attributes indicate the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not recorded as a pension consultant or a related adviser. Core business activities, advisory services, client types and fee schedules are not detailed in the materials provided, so the public statements focus on registration and a small set of regulatory/organizational characteristics rather than a documented investment approach or client segmentation.

Assets & Accounts

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

Contacts

3 of 4
  • Thomas Hopkins

    FinOpCRD 1835087

  • Ethan Levinson

    Ethan Levinson

    Co-Managing MemberCRD 4842906

  • Joshua Lederman

    Joshua Lederman

    Managing Director, Capital MarketsCRD 5540946

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Wealth teams

FINTRX

Newly hired reps

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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