Clearlake Capital Ric Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
0

Firm details

Headquarters
Santa Monica, California
CRD number
342281
Registered since
August 5, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Clearlake Capital Ric Management, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm’s client focus is institutional, and it charges fees on a percentage-of-AUM basis. Its regulatory and business footprint centers on serving pooled investment vehicles: the firm is identified as a commodity pool operator (CPO) or commodity trading adviser (CTA), provides portfolio management services for investment companies, and acts as sponsor/GP/managing member for pooled vehicles. The record also indicates the adviser is a related adviser to other entities and does not self-identify as an active ESG investor.

Assets & Accounts

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

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