Clearlake Capital Ric Management, LLC

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

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 registered as an institutional RIA and operates as a limited liability company. Its business footprint centers on institutional clients and it charges fees as a percentage of assets under management. The firm is registered with the SEC (registration year listed as 2026) and reports activity as a commodity pool operator (CPO) or commodity trading advisor (CTA) while also providing portfolio management services for investment companies. It does not identify as an active ESG investor and is not registered as a multi-state adviser; the entity is noted as a related adviser within a broader affiliation structure. Clearlake Capital Ric Management is not positioned as a capital allocator — it appears to run and manage strategies rather than primarily allocating to outside managers. Its owner type is recorded as a combination of a domestic entity and an individual, and it is not classified as a newly formed adviser.

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

Owners & executives

3 of 3
  • Pedro Urrutia

    Pedro Urrutia

    Chief Financial OfficerCRD 4485571

  • Fred Ebrahemi

    Fred Ebrahemi

    Partner, Chief Operating Officer & General CounselCRD 6473286

  • John Cannon

    John Cannon

    Chief Compliance OfficerCRD 7278895

Contacts

2 of 2
  • José Feliciano

    José Feliciano

    Co-Founder and Managing PartnerCRD 2526803

  • Behdad Eghbali

    Behdad Eghbali

    Co-Founder and Managing PartnerCRD 2875077

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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