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CLEARLAKE CAPITAL RIC MANAGEMENT, LLC

SANTA MONICA, CA · CRD 342281 · IAPD ↗ · clearlake.com · 310-400-8800

$0Regulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
September 2026 — CLEARLAKE CAPITAL RIC MANAGEMENT, LLC (SANTA MONICA, CA) is newly SEC-registered with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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