Clearlake Capital Group, L.P.
Santa Monica, CA·SEC-registered · CRD #157920
Clearlake Capital Group, L.P. is an SEC-registered investment advisory firm in Santa Monica, CA managing $84B across 147 client accounts, with 97 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$84B
Client accounts
147
Advisory staff
97
Fee model
Fee-only
How Clearlake Capital Group, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Clearlake Capital Group, L.P.
How much does Clearlake Capital Group, L.P. manage?
Per its most recent SEC Form ADV filing (06/30/2026), Clearlake Capital Group, L.P. reports $84B in regulatory assets under management across roughly 147 client accounts.
How does Clearlake Capital Group, L.P. charge?
Clearlake Capital Group, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Clearlake Capital Group, L.P. a fiduciary?
Yes. Clearlake Capital Group, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #157920), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Clearlake Capital Group, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Clearlake Capital Group, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Santa Monica, CA
Profile compiled from Clearlake Capital Group, L.P.'s public SEC Form ADV filing (CRD #157920, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Clearlake Capital Group, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Clearlake Capital Group, L.P.? Claim this profile.