RIA Intel›Advisers›California›CLEARLAKE CAPITAL GROUP, L.P.

CLEARLAKE CAPITAL GROUP, L.P.

Institutional

N·SANTA MONICA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$83.6B

1-Year AUM Growth

+5.6%

3-Year CAGR

+29.5%

Employees

97

Assets Under Management

Total AUM$83.6B

Discretionary AUM$83.6B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients149

Team

Total Employees97

Investment Advisers250

Employee Growth (1Y)+6.1%

Filing History

Total Filings on Record29

First FilingFeb 14, 2012

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLEARLAKE CAPITAL GROUP, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.