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CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

SANTA MONICA, CA · CRD 167408 · IAPD ↗ · whitestaram.com · (310) 400-8800

$2.08BRegulatory AUM
36Advisory reps
44Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC (SANTA MONICA, CA) left the SEC roster (was $2.08B RAUM, 36 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
June 2025 — CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC moved its main office from DALLAS, TX to SANTA MONICA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
June 2025 — CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2025 — WHITESTAR ASSET MANAGEMENT LLC is now doing business as CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
35
April 2025 — WHITESTAR ASSET MANAGEMENT LLC reported RAUM down 48% ($3.99B -> $2.08B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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