{
  "crd_number": 157920,
  "slug": "clearlake-capital-group-l-p-santa-monica-ca-157920",
  "primary_business_name": "CLEARLAKE CAPITAL GROUP, L.P.",
  "legal_name": "CLEARLAKE CAPITAL GROUP, L.P.",
  "dbas": [],
  "city": "Santa Monica",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 83560868216.0,
  "raum_discretionary": 83560868216.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 250,
  "advisory_employees": 97,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 49790531.0,
      "count": 2,
      "description": "FAMILY OFFICE PARTNERSHIP AND INSURANCE-AFFILIATED PARTNERSHIP",
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 43621178.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 190000000.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 83277456507.0,
      "count": 144
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://clearlake.com",
    "https://linkedin.com/company/clearlake-capital-group-lp",
    "https://twitter.com/ClearlakeCap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157920",
  "city_as_filed": "SANTA MONICA",
  "url": "https://advisorcensus.com/firm/clearlake-capital-group-l-p-santa-monica-ca-157920",
  "display_name": "Clearlake Capital Group, L.P.",
  "summary": "Clearlake Capital Group, L.P. is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Clearlake Capital Group, L.P. (CRD 157920): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Clearlake Capital Group, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clearlake Capital Group, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Clearlake Capital Group, L.P. located?",
      "a": "Clearlake Capital Group, L.P.'s principal office is in Santa Monica, CA, according to its Form ADV; the July 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Clearlake Capital Group, L.P. registered with the SEC or a state?",
      "a": "Clearlake Capital Group, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157920."
    },
    {
      "q": "How much does Clearlake Capital Group, L.P. manage?",
      "a": "Clearlake Capital Group, L.P. reports $83,560,868,216 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Clearlake Capital Group, L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clearlake Capital Group, L.P.: Regulatory assets under management: $29,588,110,526 in the October 2021 data and $83,560,868,216 in the October 2026 data, up 182%. Total employees: 69 in October 2021 and 250 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clearlake Capital Group, L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (144); other (2); investment companies (1)."
    },
    {
      "q": "Which custodians does Clearlake Capital Group, L.P. use?",
      "a": "Clearlake Capital Group, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bank NA as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clearlake Capital Group, L.P. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157920"
    },
    {
      "q": "Does Clearlake Capital Group, L.P. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 says: \"In general, the minimum capital commitment required of an investor to participate in a Fund is $10,000,000; however, the general partner of each Client reserves the right to reduce the minimum capital commitment, as well as accept capital commitments of lesser amounts, in its sole discretion.\""
    },
    {
      "q": "What changed in Clearlake Capital Group, L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 64 to 97. Changed its office addresses in Abu Dhabi. Changed its office addresses in Luxembourg City. Added an office in Dallas, TX. Added an office in Dublin. Added an office in New York, NY. Added an office in Tokyo. No longer lists an office in London. No longer lists an office in Paris. Registered or notice-filed in NY, TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 29588110526.0,
      "total_employees": 69,
      "filing_date": "2021-07-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 59445672710.0,
      "total_employees": 77,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 59637618310.0,
      "total_employees": 100,
      "filing_date": "2023-06-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 62975073042.0,
      "total_employees": 114,
      "filing_date": "2024-06-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 79576167961.0,
      "total_employees": 207,
      "filing_date": "2025-06-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 83560868216.0,
      "total_employees": 250,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 64 to 97.",
        "Changed its office addresses in Abu Dhabi.",
        "Changed its office addresses in Luxembourg City.",
        "Added an office in Dallas, TX.",
        "Added an office in Dublin.",
        "Added an office in New York, NY.",
        "Added an office in Tokyo.",
        "No longer lists an office in London.",
        "No longer lists an office in Paris.",
        "Registered or notice-filed in NY, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, the minimum capital commitment required of an investor to participate in a Fund is $10,000,000; however, the general partner of each Client reserves the right to reduce the minimum capital commitment, as well as accept capital commitments of lesser amounts, in its sole discretion."
        ]
      }
    ],
    "quotes": [
      "In general, the minimum capital commitment required of an investor to participate in a Fund is $10,000,000; however, the general partner of each Client reserves the right to reduce the minimum capital commitment, as well as accept capital commitments of lesser amounts, in its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "U.S. Bank NA",
      "name_as_filed": "U.S. BANK NA",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clearlake-capital-group-l-p-santa-monica-ca-157920.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 190000000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 144,
      "fewer_than_5": false,
      "raum": 83277456507.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 43621178.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 49790531.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157920",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}