Skip to the page

Data / Investment advisers / California / Clearlake Capital Group, L.P.

Clearlake Capital Group, L.P., Santa Monica, CA: $83.6 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Clearlake Capital Group, L.P. is an SEC registered investment adviser with its main office in Santa Monica, California and reports $83.6 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include pooled investment vehicles, investment companies and insurance companies. It is paid through a percentage of assets under management and performance based fees. It advises 93 private funds.

The request: Watch Clearlake Capital Group, L.P. (CRD number 157920): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
157920
SEC file number
801-73993
SEC status
Approved, effective March 30, 2012
Main office
233 Wilshire Blvd Suite 800, Santa Monica, CA 90401
Phone
(310) 400-8800
Website
clearlake.com
Regulatory AUM
$83,560,868,216 in the Form ADV filed October 30, 2026
Discretionary AUM
$83,560,868,216
Accounts
147
Employees
250, of which 97 give investment advice
Form of organization
Limited Partnership
Paid through
a percentage of assets under management, performance based fees
Private funds
93: 75 private equity funds, 15 securitized asset funds, 3 hedge funds
Gross assets of private funds
$75,338,843,808
Other offices
8
Umbrella registration
28 relying advisers
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
October 30, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles144$83.28 billion
Investment companies1$190 million
Insurance companies1$43.6 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$83.56 billionMarch 31, 2026
December 1, 2025$79.58 billionSeptember 10, 2025

Other advisers in Santa Monica

AdviserCityAUMPrivate fundsSource
WilshireSanta Monica$149.10 billion97adviserinfo.sec.gov
Beach Point Capital Management LPSanta Monica$29.77 billion43adviserinfo.sec.gov
Main Street AdvisorsSanta Monica$9.65 billion6adviserinfo.sec.gov
Quid Capital Group Holdings, LLCSanta Monica$7.76 billion36adviserinfo.sec.gov
Angeles Investment AdvisorsSanta Monica$7.27 billion17adviserinfo.sec.gov
Glendon Capital Management L.P.Santa Monica$5.24 billion3adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.