DFX Intelligence

Z•••••••• L••• T••• I••••••••• L•••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)fund of funds

Z•••••••• L••• T••• I••••••••• L•••••

advised by CLEARLAKE ADVISORS, L.L.C.

Iowa, United States

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Search this name across graphsid dfx:ria:4b99d747-842a-177a-3ab7-016118578fe5

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 2, 2012 to Mar 30, 2023
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Z•••••••• L••• T••• I••••••••• L•••

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: CLEARLAKE ADVISORS, L.L.C.CRD 129627
Fund type: Private Equity Fund
Latest reported GAV: $0••• Locked
Peak reported GAV: $0
Beneficial owners: 14
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2023	$0	14

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
JPMORGAN CHASE BANK, N.A.	JPMORGAN CHASE BANK, N.A.	SAN FRANCISCO	California	United States	no	n/a
MORGAN STANLEY BANK, N.A.	MORGAN STANLEY BANK, N.A.	WALNUT CREEK	California	United States	no	n/a

Relationships

Advises (1)

← CLEARLAKE ADVISORS, L.L.C.Registered adviserPrivate Equity Fund, IA
Apr 2, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b99d747-842a-177a-3ab7-016118578fe5
First observed: Apr 2, 2012
Last observed: Mar 30, 2023 42 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.