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 recorded as an SEC-registered adviser in 2026. Ownership is reported as a combination of a domestic entity and an individual. The firm is listed with an unclassified business type and is not identified as a capital allocator. Available records mark the firm as not being an active ESG investor, not operating as a multi-state adviser, and not serving in a pension-consulting capacity. It is also not flagged as a related adviser. Specifics about the firm’s advisory services, fee schedule, client segmentation, or broader business activities were not provided in the source data.

Assets & Accounts

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

Contacts

3 of 4
  • Luke Anderson

    Luke Anderson

    Capital Markets AssociateCRD 7573030

  • Thomas Hopkins

    FinOpCRD 1835087

  • Ethan Levinson

    Ethan Levinson

    Co-Managing MemberCRD 4842906

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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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