# Clearlake Capital RIC Management, LLC

> Clearlake Capital RIC Management, LLC is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 342281
- Filed as: CLEARLAKE CAPITAL RIC MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342281
- AdvisorCensus page: https://advisorcensus.com/firm/clearlake-capital-ric-management-llc-santa-monica-ca-342281

## Quick answers

**How is Clearlake Capital RIC Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearlake Capital RIC Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clearlake Capital RIC Management, LLC located?**
Clearlake Capital RIC Management, LLC's principal office is in Santa Monica, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Clearlake Capital RIC Management, LLC registered with the SEC or a state?**
Clearlake Capital RIC Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342281.

**How much does Clearlake Capital RIC Management, LLC manage?**
Clearlake Capital RIC Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 27, 2026.

**What types of clients does Clearlake Capital RIC Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Clearlake Capital RIC Management, LLC report any disciplinary disclosures?**
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/342281

**What changed in Clearlake Capital RIC Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Irvine, CA

### Websites listed on Form ADV (Item 1.I)
- clearlake.com
- LinkedIn @clearlake-capital-group-lp
- X @ClearlakeCap

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

### August 2026
- Added an office in Irvine, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearlake Capital RIC Management, LLC (CRD 342281): Form ADV filing data as of October 2026.
