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 listed with an SEC registration year of 2026. The ownership is reported as a combination of a domestic entity and an individual. The dataset classifies the firm as unclassified and flags it as not operating as a capital allocator. It is also identified as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm did not supply descriptive detail in the dataset about its target clients, fee schedules, core business activities, or the advisory services it provides. Those omissions limit visibility into its client focus and operating model.

Assets & Accounts

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

Contacts

3 of 4
  • Luke Anderson

    Luke Anderson

    Capital Markets AssociateCRD 7573030

  • Thomas Hopkins

    FinOpCRD 1835087

  • Ethan Levinson

    Ethan Levinson

    Co-Managing MemberCRD 4842906

Unlock 1 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth