CLEARLAKE CAPITAL GROUP, L.P.

CRD 157920File 801-73993

APPROVED

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$83.56B

Top 10% of cohort (national)

Discretionary AUM

$83.56B

Clients

146

147 accounts

Employees

250

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: LARO
Registration date: Mar 30, 2012
Principal office: 233 WILSHIRE BLVD, SUITE 800, SANTA MONICA, CA, 90401
Phone: 310-400-8800
Website: https://clearlake.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $83.56B
Discretionary AUM: $83.56B
Non-discretionary AUM: $0
Discretionary accounts: 147
Non-discretionary accounts: 0
Total accounts: 147
AUM per client: $572.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$43.6M
Investment companies	1	$190.0M
Pooled investment vehicles	144	$83.28B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	148	146
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.