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CLEARLAKE CAPITAL GROUP, L.P.

SANTA MONICA, CA · CRD 157920 · IAPD ↗ · clearlake.com · 310-400-8800

$83.56BRegulatory AUM
97Advisory reps
250Employees
0Clients
0Planning clients
93Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

34
April 2026 — CLEARLAKE CAPITAL GROUP, L.P. notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — CLEARLAKE CAPITAL GROUP, L.P. added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CLEARLAKE CAPITAL GROUP, L.P. grew from 64 to 97 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — CLEARLAKE CAPITAL GROUP, L.P. added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — CLEARLAKE CAPITAL GROUP, L.P. reported RAUM up 26% ($62.98B -> $79.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — CLEARLAKE CAPITAL GROUP, L.P. grew from 35 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — CLEARLAKE CAPITAL GROUP, L.P. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.