Firm profile

CLEARLAKE CAPITAL GROUP, L.P.

SANTA MONICA, CACRD 157920Latest ADV March 31, 2026

Clearlake Capital Group, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 31, 2026, reports $83.6B in regulatory assets under management, 250 employees, 8 offices, and 147 accounts.

Assets Under Management
$83.6B
Employees
250
Offices
8 offices
Total Clients
148
Primary office
SANTA MONICA, CA
233 WILSHIRE BLVD, SUITE 800, SANTA MONICA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJohn F. Cannon
CFOPedro M. Urrutia
COOFred Ebrahemi

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 97.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
97.3%
144
2
FAMILY OFFICE PARTNERSHIP AND INSURANCE-AFFILIATED PARTNERSHIP
1.4%
2
3
Investment Cos.
0.7%
1
4
Insurance Cos.
0.7%
1
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$83.6Bas of March 31, 2026
Discretionary100.0%
$83.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$83.6B
Total Accounts147
10Y AUM Change+$79.3B (+1883.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees250
Clients per Employee1:1
10Y Employee Change+219 (+706.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.