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CLEARLAKE CAPITAL GROUP, L.P.
CRD 157920File 801-73993
APPROVED
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 148 | 146 | decreased by2 |
| Apr 1, 2026 | Employees | 207 | 250 | increased by43 |
| Apr 1, 2026 | Clients | 149 | 148 | decreased by1 |
| Apr 1, 2026 | AUM | $79,576,167,961 | $83,560,868,216 | increased by$3,984,700,255 |
| Apr 1, 2026 | Accounts | 149 | 147 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 77 | 207 | increased by130 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 76 | 149 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $59,445,672,710 | $79,576,167,961 | increased by$20,130,495,251 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 76 | 149 | increased by73 |
| Apr 1, 2022 | Employees | 69 | 77 | increased by8 |
| Apr 1, 2022 | Clients | 62 | 76 | increased by14 |
| Apr 1, 2022 | AUM | $29,588,110,526 | $59,445,672,710 | increased by$29,857,562,184 |
| Apr 1, 2022 | Accounts | 62 | 76 | increased by14 |
| Aug 1, 2021 | Employees | 68 | 69 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEARLAKE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARLAKE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.