Skip to content
INVESTORTRUST HUB

Firm Trust Report

CLEARLAKE CAPITAL GROUP, L.P.

Reported as registeredReported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

CRD
157920
SEC file number
801-73993
Principal office
233 WILSHIRE BLVD
SUITE 800
SANTA MONICA, CA, 90401
Current as of
August 3, 2026
Retrieved
August 18, 2026
Source effective date
August 3, 2026

SEC/IARD source release: August 3, 2026 · InvestorTrustHub retrieved: August 18, 2026

Official identifiers

Identifiers come from the cited SEC/IARD firm roster. InvestorTrustHub does not invent missing numbers.

  • CRD

    157920

  • SEC number

    801-73993

Regulatory status

Reported

Reported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

A source reports this value. We have not independently confirmed it beyond the cited record.

Source

Reported

U.S. Securities and Exchange Commission / IARD Form ADV dataset.

Registered Investment Advisers (IARD firm roster)

View official IAPD search (opens official source)

A source reports this value. We have not independently confirmed it beyond the cited record.

Firm / ADV facts

Legal structure

Limited Partnership

Website as reported

https://clearlake.com/

Regulatory assets under management

$83.6 billion

Exact source amount: $83,560,868,216.00

Regulatory assets under management is a Form ADV regulatory measure and should not be interpreted as investment performance, firm quality, popularity, or an endorsement.

Regulatory disclosures

Firm reported No for Item 11 in this filing.

This is the Form ADV Item 11 checkbox as filed. It is not a disciplinary-event list and not a finding of a clean record.

Clients, compensation, and custody

Figures below are adviser-reported Form ADV items. They are not performance, popularity, or quality scores.

Reported scale

Reported

Employees as reported: 250

Advisory personnel as reported: 97

Clients as reported: 0

As of June 30, 2026

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported compensation methods

Reported
  • Percentage of assets under management
  • Performance-based fees

Compensation methods are the boxes the adviser checked on Form ADV. This is not a “fee-only” determination.

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported custody

Reported

Client cash: No as reported

Client securities: No as reported

Related-person cash: Yes as reported

Related-person securities: Yes as reported

Custody is reported as filed. It is not a risk score or a quality finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Other business activities (Item 6)

Reported
  • Commodity pool operator / commodity trading advisor

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported related financial businesses

Reported
  • Broker-dealer
  • Other
  • Other investment adviser

Reported affiliations are types of related financial businesses as filed. They are not a conflict finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Current reported relationships

Names appear only as reported on this firm’s Form ADV. They are not standalone public profiles. Name-only or otherwise unconfirmed rows remain internal and are not shown.

Ownership and control

Schedule A is direct ownership. Schedule B is indirect ownership. An executive/control relationship is not the same as ownership.

  • Reported direct owner

    CANNON, JOHN, FRANCIS

    Individual as reported · Title/status as reported: MANAGING DIRECTOR & PORTFOLIO GENERAL COUNSEL & O.P.S.? & CHIEF COMPLIANCE OFFICER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported direct owner

    EBRAHEMI, FRED

    Individual as reported · Title/status as reported: PARTNER, CHIEF OPERATING OFFICER & GENERAL COUNSEL

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported direct owner

    EGHBALI, BEHDAD

    Individual as reported · Title/status as reported: PRINCIPAL / MANAGING PARTNER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported direct owner

    FELICIANO, JOSE, ENRIQUE

    Individual as reported · Title/status as reported: PRINCIPAL / MANAGING PARTNER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported direct owner

    URRUTIA, PEDRO, MARTIN

    Individual as reported · Title/status as reported: CHIEF FINANCIAL OFFICER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported indirect owner

    EGHBALI, BEHDAD

    Individual as reported · Ownership range: 10% but less than 25% · Title/status as reported: MEMBER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported indirect owner

    FELICIANO, JOSE, ENRIQUE

    Individual as reported · Ownership range: 25% but less than 50% · Title/status as reported: MEMBER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    CANNON, JOHN, FRANCIS

    Individual as reported · Title/status as reported: MANAGING DIRECTOR & PORTFOLIO GENERAL COUNSEL & O.P.S.? & CHIEF COMPLIANCE OFFICER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    EBRAHEMI, FRED

    Individual as reported · Title/status as reported: PARTNER, CHIEF OPERATING OFFICER & GENERAL COUNSEL

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    EGHBALI, BEHDAD

    Individual as reported · Title/status as reported: PRINCIPAL / MANAGING PARTNER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    FELICIANO, JOSE, ENRIQUE

    Individual as reported · Title/status as reported: MEMBER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    URRUTIA, PEDRO, MARTIN

    Individual as reported · Title/status as reported: CHIEF FINANCIAL OFFICER

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

Related organizations

  • Related organization reported by the adviser

    CLEARLAKE CAPITAL MARKETS, LLC

    Organization as reported · CRD 337762

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    TRINITAS CAPITAL MANAGEMENT, LLC

    Organization as reported · CRD 281328

    Reported in Form ADV dated June 30, 2026 · Registered investment adviser filing

Private funds reported by the adviser

Named funds appear only on this adviser profile. InvestorTrustHub does not publish standalone fund pages from this graph.

Item 7.B private-fund count as reported (not a named-fund list) · Item 7.B: Yes as reported · Count 7.B.(1): 93 · Gross assets as reported: 75,338,843,808

  • Private fund reported by the adviser

    AMBER CO-INVESTMENT PARTNERS, LLC

    805-1520292799

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    ATLAS INVESTMENT HOLDINGS, L.P.

    805-5395559064

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    AZURITE CO-INVESTMENT PARTNERS, L.P.

    805-5174142039

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    BILOXI CO-INVESTMENT PARTNERS, L.P.

    805-9223597947

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    BLUES CENTURY, L.P.

    805-7850648342

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    BLUES FOREVER, L.P.

    805-9545485836

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    BLUES FOUNDERS, L.P.

    805-8937926838

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    BLUES LEGACY, L.P.

    805-2937853040

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    BLUES PARTNERS I, L.P.

    805-7989050094

    Delaware, United States · Reported in Form ADV dated June 30, 2026

  • Private fund reported by the adviser

    BLUES PARTNERS II, L.P.

    805-9501285688

    Delaware, United States · Reported in Form ADV dated June 30, 2026

Showing 10 of 93 currently reported named private funds. Additional names remain in the source filing.

Fund service providers

Only current provider rows with sufficient identity quality are shown. Name-only rows remain internal.

  • Custodian reported for a private fund

    AZTEC FINANCIAL SERVICES (LUXEMBOURG) S.A

    Reported in Form ADV dated June 30, 2026

  • Custodian reported for a private fund

    CITIGROUP GLOBAL MARKETS INC.

    Reported in Form ADV dated June 30, 2026

  • Custodian reported for a private fund

    MITSUBISHI UFJ INVESTOR SERVICES AND BANKING (LUXEMBOURG) SA

    Reported in Form ADV dated June 30, 2026

  • Custodian reported for a private fund

    ROYAL BANK OF SCOTLAND INTERNATIONAL

    Reported in Form ADV dated June 30, 2026

  • Custodian reported for a private fund

    THE BANK OF NEW YORK MELLON

    Reported in Form ADV dated June 30, 2026

  • Custodian reported for a private fund

    U.S. BANK NATIONAL ASSOCIATION

    Reported in Form ADV dated June 30, 2026

  • Custodian reported for a private fund

    WELLS FARGO CLEARING SERVICES, LLC

    Reported in Form ADV dated June 30, 2026

  • Marketer reported for a private fund

    BNP PARIBAS ASSET MANAGEMENT USA, INC.

    CRD 105455 · Reported in Form ADV dated June 30, 2026

  • Marketer reported for a private fund

    CLEARLAKE CAPITAL (UK) LLP

    CRD 288259 · Reported in Form ADV dated June 30, 2026

  • Marketer reported for a private fund

    CREDIT SUISSE SECURITIES (USA) LLC

    CRD 816 · Reported in Form ADV dated June 30, 2026

  • Marketer reported for a private fund

    J.P. MORGAN SECURITIES LLC

    CRD 79 · Reported in Form ADV dated June 30, 2026

  • Marketer reported for a private fund

    JEFFERIES FINANCE LLC

    CRD 162264 · Reported in Form ADV dated June 30, 2026

Other offices

Branch-numbered offices from current Form ADV filings. Address-only rows remain internal.

  • DALLAS, TX, 75201-1834 · United States

    Branch number 281328 · Reported in Form ADV dated June 30, 2026

Relying advisers

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL (LUX) S.A R.L.

    Organization as reported · CRD 313205

    Reported in Form ADV dated June 30, 2026

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL (UK) LLP

    Organization as reported · CRD 288259

    Reported in Form ADV dated June 30, 2026

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

    Organization as reported · CRD 167408

    Reported in Form ADV dated June 30, 2026

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL MANAGEMENT CFO, L.P.

    Organization as reported · CRD 343325

    Reported in Form ADV dated June 30, 2026

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL MANAGEMENT FLAGSHIP PLUS (BLUES), L.P.

    Organization as reported · CRD 325973

    Reported in Form ADV dated June 30, 2026

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL MANAGEMENT FLAGSHIP PLUS, L.P.

    Organization as reported · CRD 310844

    Reported in Form ADV dated June 30, 2026

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL MANAGEMENT IDF, L.P.

    Organization as reported · CRD 325979

    Reported in Form ADV dated June 30, 2026

  • Relying adviser reported in Form ADV

    CLEARLAKE CAPITAL MANAGEMENT III, L.P.

    Organization as reported · CRD 291704

    Reported in Form ADV dated June 30, 2026

Filing history / historical reported relationships

Historical filings are evidence of what was filed, not a restatement of current facts.

Filings in graph

37

RIA 37 · ERA 0

Latest relational filing

June 30, 2026

Registered investment adviser · Other-Than Anual Amendment For Registered Adviser

ADV-W filings

0

Shown as historical evidence only

Recent sec form adv filings
  • 2110273 · June 30, 2026 · RIA · Other-Than Anual Amendment For Registered Adviser · current reported filing
  • 2038403 · March 31, 2026 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 2015373 · September 10, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1877822 · June 4, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1825480 · March 29, 2024 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1767856 · June 7, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1765970 · June 7, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1724534 · March 31, 2023 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1654421 · May 26, 2022 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1617782 · March 31, 2022 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1548369 · July 2, 2021 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1525844 · March 31, 2021 · RIA · Annual Updating Amendment for Registered Adviser · historical filing

Sources and methodology

Evidence and source details

Material facts on this page are traced to the official SEC/IARD roster. Expand a panel to see source context. Raw 400-column filings are not dumped here.

Source, dataset, and retrieval

Source. U.S. Securities and Exchange Commission / IARD · Registered Investment Advisers (IARD firm roster) · record 157920 · retrieved August 18, 2026

Release: August 3, 2026

Evidence records tied to this firm: 7

Raw source snapshot: present

Source status text (not a consumer endorsement): Approved

What these terms mean

What is an RIA?

A registered investment adviser is a firm whose Form ADV/IARD record reports it as registered with the SEC or, in other contexts, a state. InvestorTrustHub shows what the cited official dataset reports. Registration is a regulatory category, not a quality rating.

What is an Exempt Reporting Adviser?

An Exempt Reporting Adviser files a limited Form ADV report because it qualifies for an exemption from full SEC registration. It is not a registered investment adviser. Exemption from full registration is not a finding of safety, quality, or honesty.

What is a CRD number?

A CRD number is the Central Registration Depository identifier assigned to a firm or individual in the IARD/CRD system. InvestorTrustHub uses the firm CRD as the stable identity key. A CRD is an identifier, not an endorsement.

What is an SEC file number?

An SEC file number (often beginning 801- for registered advisers or 802- for exempt reporting advisers) is an official file identifier in SEC/IARD records. If this source record does not include one, that absence is not proof that no file number exists in another source.

What does “reported as registered” mean?

It means the cited official dataset reports the firm as a registered investment adviser as of the source date. It does not mean InvestorTrustHub or the SEC approved, certified, or recommended the firm.

What does it NOT mean?

Registration does not establish investment quality, performance, honesty, suitability, low risk, fiduciary compliance in every circumstance, or the absence of regulatory problems. Missing research is not a clean record.

What InvestorTrustHub has not researched yet

Absence from this page is not a finding that a record is clean, that no disclosure exists, or that the firm has no associated professionals.

  • Individual professionals associated with this firm
  • FINRA BrokerCheck research
  • Detailed disciplinary history (DRP events)
  • State-specific enforcement records
  • Form ADV Part 2 brochure narrative
  • Standalone public fund or owner profiles
  • Investment performance
  • Portfolio holdings
  • Consumer reviews