DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Clearlake Capital Group, L.P.
Clearlake Capital Group, L.P.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 88 of 91 distinct vehicles are sworn Private Equity Funds; 73 reported gross assets on a filing in 2022 or later
- Size band
- Large capdefined by: proxy: $51.14bn Private Equity Fund GAV on the Form ADV filed 2024-06-04
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 88 of 91 distinct vehicles are sworn Private Equity Funds; 73 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Jun 4, 2024
- RAUM
- $63Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 78
- PE fund GAV, latest filing
- $51Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $51Bevery private fund type, latest filing
- 2024 PE fund GAV
- $51Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 97%
- Fund type mix
- filed 2024-06-04, latest gav Hedge Fund $161M, Private Equity Fund $51B, latest counts Hedge Fund 3, Private Equity Fund 78, lifetime distinct Hedge Fund 3, Private Equity Fund 88
- Employees
- 114
- Headquarters
- Santa Monica, CA
- Office address
- 233 WILSHIRE BLVD, SUITE 800, Santa Monica, CA, 90401
- Business phone
- 310-400-8800
Stated criteria beside observed behaviour
16 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- add on 8, platform 8
- period
- to 2026-08-12, from 2020-11-17, undated holdings 5, dated observations 22
- window
- last 2026-08-12, first 2020-11-17
- control
- control 11, unknown 5
- companies
- 16
- geography
- count 1, share 0.062, value CA, count 1, share 0.062, value FL
- investments
- 16
- seller kinds
- family 1, corporate parent 1
- transactions
- 11
- cadence by year
- 2020 add ons 1, platforms 1, 2021 add ons 1, 2022 add ons 3, 2024 add ons 2, 2025 platforms 1, 2026 add ons 1, platforms 1
- platform add on
- add ons 8, platforms 8, add ons per platform 1
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 5, share 0.312, value software, examples Dun & Bradstreet Holdings, Inc., Zywave, Inc., Yoast, Vercara, count 2, share 0.125, value tech enabled services, examples MarkMonitor, Deluxe’s Australia, count 1, share 0.062, value industrial manufacturing, examples Starborn Industries, count 1, share 0.062, value consumer services, examples Logitix Holdings LLC
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 3, entity id deb21b83-f5c0-4e2a-93eb-3c0ef69d004d
- subsector distribution
- count 4, share 0.25, value software, examples Zywave, Inc., Yoast, Vercara, YITH, count 1, share 0.062, value it services, examples MarkMonitor, count 1, share 0.062, value vertical software, examples Dun & Bradstreet Holdings, Inc., count 1, share 0.062, value fabricated metal products, examples Starborn Industries, count 1, share 0.062, value data processing hosting, examples Deluxe’s Australia, count 1, share 0.062, value fitness recreation, examples Logitix Holdings LLC
16 companies on the graph (11 transactions); most in software (5); 8 platforms and 8 add-ons; observed 2020 to 2026
Funds
89 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Azurite Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $320M as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Capital Partners Viii, L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $4.9B as of Jun 4, 2024 | no Form D | Unknown | |
| CCP VII Qi-A Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $752M as of Jun 4, 2024 | no Form D | Early deployment | |
| Clearlake Capital Partners VII (blues Aiv), L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $484M as of Jun 4, 2024 | no Form D | Early deployment | |
| Clearlake Capital Partners VII (offshore Blues Aiv), L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $431M as of Jun 4, 2024 | no Form D | Early deployment | |
| CCP VII Qi-B Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $420M as of Jun 4, 2024 | no Form D | Early deployment | |
| Palms Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $389M as of Jun 4, 2024 | no Form D | Early deployment | |
| Palms Co-Investment Partners D, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $366M as of Jun 4, 2024 | no Form D | Early deployment | |
| Palms Co-Investment Partners C, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $365M as of Jun 4, 2024 | no Form D | Early deployment | |
| Palms Co-Investment Partners B, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $305M as of Jun 4, 2024 | no Form D | Early deployment | |
| Odyssey Co-Investment Partners a, LLC ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $238M as of Jun 4, 2024 | no Form D | Early deployment | |
| CCP V Qi-A Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $178M as of Jun 4, 2024 | no Form D | Early deployment | |
| CCP VI Qi-A Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $171M as of Jun 4, 2024 | no Form D | Early deployment | |
| Odyssey Co-Investment Partners B, LLC ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $126M as of Jun 4, 2024 | no Form D | Early deployment | |
| CCP V Qi-B Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $126M as of Jun 4, 2024 | no Form D | Early deployment | |
| FOX Co-Investment Partners B, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $123M as of Jun 4, 2024 | no Form D | Unknown | |
| Cfpp Qi-A Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $111M as of Jun 4, 2024 | no Form D | Early deployment | |
| CCP VI Qi-B Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $107M as of Jun 4, 2024 | no Form D | Early deployment | |
| FOX Co-Investment Partners a, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $77.6M as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Flagship Plus Partners (blues Aiv), L.P. ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $75.4M as of Jun 4, 2024 | no Form D | Early deployment | |
| Clearlake Opportunities Partners III (blues Aiv), L.P. ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $71.5M as of Jun 4, 2024 | no Form D | Early deployment | |
| Clearlake Capital Partners VII (uste Blues Aiv), L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $47.5M as of Jun 4, 2024 | no Form D | Early deployment | |
| Clearlake Opportunities Partners II (blues Aiv), L.P. ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $39.9M as of Jun 4, 2024 | no Form D | Early deployment | |
| Cfpp Qi-B Aiv, LLC ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $18.5M as of Jun 4, 2024 | no Form D | Early deployment | |
| Blues Partners I, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $13.5M as of Jun 4, 2024 | no Form D | Early deployment | |
| Blues Legacy, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $15,380 as of Jun 4, 2024 | no Form D | Early deployment | |
| Blues Vintage, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $15,380 as of Jun 4, 2024 | no Form D | Early deployment | |
| Blues Partners II, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $15,380 as of Jun 4, 2024 | no Form D | Early deployment | |
| Blues Forever, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $15,380 as of Jun 4, 2024 | no Form D | Early deployment | |
| Blues Founders, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $15,380 as of Jun 4, 2024 | no Form D | Early deployment | |
| Blues Century, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $15,379 as of Jun 4, 2024 | no Form D | Early deployment | |
| Clearlake Capital Partners IV (aiv-Jupiter), L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $0 as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Capital Partners Viii (uste), L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $0 as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Capital Partners IV (aiv-Jupiter) Uste, L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $0 as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Capital Partners Viii (offshore), L.P. ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $0 as of Jun 4, 2024 | no Form D | Unknown | |
| Sunshine Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $677M as of Jun 4, 2024 | no Form D | Early deployment | |
| Icon Partners V, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $592M as of Jun 4, 2024 | no Form D | Early deployment | |
| Icon Partners V C, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $548M as of Jun 4, 2024 | no Form D | Early deployment | |
| Falcon Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $518M as of Jun 4, 2024 | no Form D | Early deployment | |
| Icon Partners V B, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $294M as of Jun 4, 2024 | no Form D | Early deployment | |
| RED Cypress Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $174M as of Jun 4, 2024 | no Form D | Early deployment | |
| Diamondleaf Co-Investment Partners, L.P ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $126M as of Jun 4, 2024 | no Form D | Early deployment | |
| Atlas Investment Holdings, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $21.8M as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Capital Partners VII, L.P. ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $3.6B as of Jun 4, 2024 | no Form D | Active deployment | |
| Clearlake Capital Partners VII (offshore), L.P. ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $3.4B as of Jun 4, 2024 | no Form D | Active deployment | |
| Icon Software Partners, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.7B as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Flagship Plus Partners Master Fund, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.3B as of Jun 4, 2024 | no Form D | Unknown | |
| Icon Partners IV, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.1B as of Jun 4, 2024 | no Form D | Unknown | |
| Icon Partners IV B, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.1B as of Jun 4, 2024 | no Form D | Unknown | |
| Icon Partners II, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $899M as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Opportunities Partners Master Fund III, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $562M as of Jun 4, 2024 | no Form D | Active deployment | |
| Icon Partners III, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $541M as of Jun 4, 2024 | no Form D | Unknown | |
| Biloxi Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $352M as of Jun 4, 2024 | no Form D | Active deployment | |
| Clearlake Capital Partners VII (uste), L.P. ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $346M as of Jun 4, 2024 | no Form D | Active deployment | |
| Wampa Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $336M as of Jun 4, 2024 | no Form D | Unknown | |
| Pyke Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $294M as of Jun 4, 2024 | no Form D | Unknown | |
| Icon Software Partners B, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $203M as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Opportunities Partners Master Fund II, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1.1B as of Jun 4, 2024 | no Form D | Mature | |
| White Cypress Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $175M as of Jun 4, 2024 | no Form D | Harvest | |
| Dragon Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $112M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Capital Partners VI, L.P. ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $6.5B as of Jun 4, 2024 | no Form D | Active deployment | |
| Clearlake Capital Partners VI (offshore), L.P. ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $5.5B as of Jun 4, 2024 | no Form D | Active deployment | |
| Clearlake Capital Partners VI (uste), L.P. ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $952M as of Jun 4, 2024 | no Form D | Active deployment | |
| Ulysses Co-Investment Partners, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $416M as of Jun 4, 2024 | no Form D | Harvest | |
| Amber Co-Investment Partners, LLC ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $228M as of Jun 4, 2024 | no Form D | Unknown | |
| Ulysses Co-Investment Partners (gv), LLC ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $55.7M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Capital Partners V (aiv-Mesa) Mini-Master, L.P. ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $0 as of Jun 7, 2023 | no Form D | Wound down | |
| Clearlake Capital Partners V, L.P. ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $3.3B as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Capital Partners V (offshore), L.P. ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $1.6B as of Jun 4, 2024 | no Form D | Mature | |
| Diligere Co-Investment Partners, LLC ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $517M as of Jun 4, 2024 | no Form D | Mature | |
| Clearlake Capital Partners V (uste), L.P. ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $219M as of Jun 4, 2024 | no Form D | Mature | |
| Clearlake Capital Partners V (aiv-Jupiter) Mini-Master, L.P. ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $0 as of Mar 31, 2023 | no Form D | Unknown | |
| Clearlake Capital Partners IV (aiv-Atlas) Mini-Master II, L.P. ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $72.9M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Capital Partners III (bfy-Eci), Inc. ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $0 as of Jun 4, 2024 | no Form D | Unknown | |
| Snowbird Co-Investment Partners, LLC ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $0 as of May 26, 2022 | no Form D | Wound down | |
| Clearlake Capital Partners IV (aiv-Atlas) Mini-Master, L.P. ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $11.0M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Capital Partners IV (aiv- Baronet) Mini-Master, L.P. ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $0 as of Mar 31, 2023 | no Form D | Unknown | |
| Clearlake Capital Partners IV, L.P. ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $918M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Opportunities Partners (p) Master Fund, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $476M as of Jun 4, 2024 | no Form D | Unknown | |
| Clearlake Capital Partners IV (offshore), L.P. ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $88.1M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Opportunities Partners (e) Master Fund, L.P. ADV: Hedge Fund | buyout or unlabelled | 2015 first reported on Form ADV | $82.2M as of Jun 4, 2024 | no Form D | Mature | |
| Clearlake Capital Partners III (eci), Inc. ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $0 as of Jun 7, 2023 | no Form D | Wound down | |
| Clearlake Capital Partners III (master), L.P. ADV: Private Equity Fund | Buyout fund | unknown | $43.9M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Capital Partners II (master), L.P. ADV: Private Equity Fund | Buyout fund | unknown | $2.9M as of Jun 4, 2024 | no Form D | Harvest | |
| Clearlake Capital Partners I Co-Investment Fund, LLC ADV: Private Equity Fund | Co-investment vehicle | unknown | $1.8M as of Dec 14, 2017 | no Form D | Wound down | |
| Clearlake Capital Partners II Co-Investment Fund II, LLC ADV: Private Equity Fund | Co-investment vehicle | unknown | $108,692 as of Feb 14, 2012 | no reporting | no Form D | Unknown |
| Clearlake Capital Partners II (eci), LLC ADV: Private Equity Fund | Buyout fund | unknown | $25,343 as of Mar 31, 2014 | no Form D | Wound down | |
| Clearlake Capital Wgm, LLC ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 31, 2014 | no Form D | Wound down | |
| Clearlake Capital Partners I, L.P. ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Dec 14, 2017 | no Form D | Wound down |
Team
7 current, 7 former
Managing partner (1)
- Jose Enrique Feliciano · Principal / Managing Partner · since Feb 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (3)
- Antony Peter Ressler · Limited Partner · since Jan 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Behdad Z Eghbali · Member · since Aug 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- James Pade · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (3)
- Fred Ebrahemi · Partner, Chief Operating Officer & General Counsel · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- John Francis Cannon · Managing Director & Portfolio General Counsel & O.P.S.® & Chief Compliance Officer · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Pedro Martin Urrutia · Chief Financial Officer · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- Kwanza Marion Jones · Trustee · Jan 1, 2015 to Mar 31, 2021 Inference
- Craig Allen Huff · Senior Managing Member · Aug 1, 2007 to Jun 14, 2017 Inference
- Daniel Hennelly Stern · Senior Managing Member · Aug 1, 1998 to Jun 14, 2017 Inference
- Steven Chiaray Chang · Member · Feb 1, 2007 to Aug 31, 2015 Inference
- Kathy Leigh Glass · Chief Compliance Officer · Feb 1, 2012 to Jan 28, 2014 Inference
- Marion Carl Rizzo · Chief Compliance Officer · Jan 1, 2014 to Mar 31, 2015 Inference
- Steven Chiaray Chang · Principal · Feb 1, 2007 to Mar 31, 2015 Inference
Portfolio
16 relationships, 8 platforms, 8 add-ons
Transactions
11 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 12, 2026 | Add-on acquisition | Starborn Industries | Sponsor (confirmed) | prnewswire.com |
| Jun 9, 2026 | Platform acquisition | Pathway Capital Management, LP | Sponsor (confirmed) | clearlake.com |
| Aug 26, 2025 | Platform acquisition | Dun & Bradstreet Holdings, Inc. | Sponsor (confirmed) | clearlake.com |
| Oct 1, 2024 | Add-on acquisition | Logitix Holdings LLC | Sponsor | mergr.com |
| Sep 23, 2024 | Add-on acquisition | Vercara | Sponsor (confirmed) | clearlake.com |
| Sep 12, 2022 | Add-on acquisition | MarkMonitor | Sponsor (confirmed) | siris.com |
| Mar 18, 2022 | Add-on acquisition | YITH | Sponsor (confirmed) | siris.com |
| Mar 8, 2022 | Add-on acquisition | Deluxe’s Australia | Sponsor (confirmed) | siris.com |
| Aug 12, 2021 | Add-on acquisition | Yoast | Sponsor (confirmed) | siris.com |
| Dec 1, 2020 | Add-on acquisition | MobileIron | Sponsor (confirmed) | siris.com |
| Nov 17, 2020 | Platform acquisition | Zywave, Inc. | Sponsor (confirmed) | auroracap.com |
Placement agents, lenders, advisers and co-investors
30 relationships
Placement agents (11)
- Credit Suisse Securities (USA) LLC 28 shared · very strong · last Jan 1, 2023
- Evercore Group L.L.C. 12 shared · very strong · last Jan 1, 2024
- Fund Placement Israel Ltd. 11 shared · very strong · last Jan 1, 2024
- Picton S.A. 11 shared · very strong · last Jan 1, 2023
- Park Hill Group LLC 10 shared · very strong · last Jan 1, 2023
- UBS Financial Services Inc. 9 shared · very strong · last Jan 1, 2024
- Icapital Advisors, LLC 9 shared · very strong · last Jan 1, 2024
- J.P. Morgan Securities LLC 3 shared · strong · last Jan 1, 2024
- DS Investment Securities Co., Ltd 3 shared · strong · last Jan 1, 2023
- E 1 shared · one time · last Jan 1, 2024
- Aqueduct Capital Group, LLC 1 shared · one time · last Jan 1, 2012
Financial advisers (12)
- RBC Capital Markets, LLC 2 shared · recurring · last Sep 12, 2022
- William Blair & Company, L.L.C. 1 shared · one time · last Nov 17, 2020
- Evercore 1 shared · one time · last Sep 12, 2022
- BlackArch Partners 1 shared · one time · last Aug 12, 2026
- J.P. Morgan Securities LLC 1 shared · one time · last Sep 12, 2022
- Houlihan Lokey 1 shared · one time · last Nov 17, 2020
- Goldman Sachs 1 shared · one time · last Aug 26, 2025
- Raymond James Ltd. 1 shared · one time · last Aug 12, 2021
- Five Arrows 1 shared · one time · last Aug 26, 2025
- JP Morgan 1 shared · one time · last Aug 26, 2025
- Morgan Stanley 1 shared · one time · last Aug 26, 2025
- Bank of America Securities LLC 1 shared · one time · last Aug 26, 2025
Legal advisers (4)
- Sidley Austin LLP 3 shared · strong · last Aug 26, 2025
- Blank Rome LLP 1 shared · one time · last Sep 12, 2022
- Morrison & Foerster LLP 1 shared · one time · last Aug 12, 2021
- Gotshal & Manges LLP 1 shared · one time · last Aug 26, 2025
Co-investors (3)
- Siris Capital Group, LLC 2 shared · recurring · last Sep 12, 2022
- TA Associates 1 shared · one time · last Dec 1, 2020
- Clearlake and Siris 1 shared · one time · last Mar 18, 2022
LP commitments
47 disclosed
- California Public Employees' Retirement System $50.0M calpers.ca.gov
- California Public Employees' Retirement System in Clearlake Capital Partners IV, L.P. $56.7M calpers.ca.gov
- California Public Employees' Retirement System in Clearlake Capital Partners V, L.P. $75.0M calpers.ca.gov
- California Public Employees' Retirement System in Clearlake Capital Partners VII, L.P. $350M calpers.ca.gov
- California Public Employees' Retirement System in Clearlake Capital Partners Viii, L.P. $200M calpers.ca.gov
- California Public Employees' Retirement System $56.7M calpers.ca.gov
- Oregon Public Employees Retirement Fund in Clearlake Capital Partners VI, L.P. $150M oregon.gov
- Oregon Public Employees Retirement Fund in Clearlake Capital Partners VII, L.P. $250M oregon.gov
- Oregon Public Employees Retirement Fund in Clearlake Capital Partners Viii, L.P. $250M oregon.gov
- Pennsylvania Public School Employees' Retirement System in Clearlake Capital Partners IV, L.P. $57.5M pa.gov
- Pennsylvania Public School Employees' Retirement System in Clearlake Capital Partners V, L.P. $100M pa.gov
- Pennsylvania Public School Employees' Retirement System in Clearlake Capital Partners VI, L.P. $150M pa.gov
- Pennsylvania Public School Employees' Retirement System in Clearlake Capital Partners VII, L.P. $85.0M pa.gov
- Pennsylvania Public School Employees' Retirement System in Clearlake Capital Partners Viii, L.P. $100M pa.gov
- Pennsylvania Public School Employees' Retirement System $75.0M pa.gov
- New York State Common Retirement Fund $10.0M osc.ny.gov
- New York State Common Retirement Fund in Clearlake Capital Partners IV, L.P. $87.0M osc.ny.gov
- New York State Common Retirement Fund in Clearlake Capital Partners V, L.P. $125M osc.ny.gov
- New York State Common Retirement Fund in Clearlake Capital Partners VI, L.P. $180M osc.ny.gov
- New York State Common Retirement Fund in Clearlake Capital Partners VII, L.P. $200M osc.ny.gov
- New York State Common Retirement Fund in Clearlake Capital Partners Viii, L.P. $300M osc.ny.gov
- New York State Common Retirement Fund in Icon Partners III, L.P. $42.0M osc.ny.gov
- Minnesota State Board of Investment in Clearlake Capital Partners VII, L.P. $100M msbi.us
- New York State Common Retirement Fund $15.0M osc.ny.gov
- New York State Common Retirement Fund $5.0M osc.ny.gov
- New York State Common Retirement Fund $10.0M osc.ny.gov
- New York State Common Retirement Fund $27.5M osc.ny.gov
- New York State Common Retirement Fund $87.0M osc.ny.gov
- New York State Common Retirement Fund $200M osc.ny.gov
- New York State Common Retirement Fund in Clearlake Capital Partners Viii, L.P. $300M osc.ny.gov
- Alaska Permanent Fund Corporation in Clearlake Capital Partners IV, L.P. $25.0M apfc.org
- Alaska Permanent Fund Corporation in Clearlake Capital Partners V, L.P. $50.0M apfc.org
- Alaska Permanent Fund Corporation in Clearlake Capital Partners VI, L.P. $50.0M apfc.org
- Alaska Permanent Fund Corporation in Clearlake Capital Partners VII, L.P. $50.0M apfc.org
- Alaska Permanent Fund Corporation in Clearlake Capital Partners Viii, L.P. $50.0M apfc.org
- Alaska Permanent Fund Corporation $25.0M apfc.org
- Teachers' Retirement System of the State of Illinois amount not disclosed trsil.org
- San Diego City Employees' Retirement System $5.0M content.sdcers.gov
- San Diego City Employees' Retirement System $7.5M content.sdcers.gov
- New York State Common Retirement Fund $27.5M osc.ny.gov
- New York State Common Retirement Fund $10.0M osc.ny.gov
- Los Angeles City Employees' Retirement System in Clearlake Capital Partners VI, L.P. $30.0M lacers.org
- Los Angeles City Employees' Retirement System in Clearlake Capital Partners VII, L.P. $75.0M lacers.org
- Los Angeles City Employees' Retirement System in Clearlake Capital Partners Viii, L.P. $50.0M lacers.org
- Los Angeles City Employees' Retirement System in Clearlake Capital Partners Viii, L.P. $50.0M lacers.org
- Los Angeles City Employees' Retirement System in Clearlake Capital Partners VII, L.P. $75.0M lacers.org
- Los Angeles City Employees' Retirement System in Clearlake Capital Partners VI, L.P. $30.0M lacers.org
Events
21 most recent
- Jun 30, 2026Clearlake Capital Group, L.P.: Private Equity Funds on Form ADV 78 (2024 extract) -> 75 (roster 2026-09-01)
- Jun 9, 2026Clearlake Completes Strategic Acquisition of Pathway Capital Management
- Mar 31, 2026San Diego City Employees' Retirement System reports Clearlake Capital Partners II, L.P.: $5,000,000 committed, vintage 2009, net IRR 15.0%Lp commitment disclosedFactSan Diego City Employees' Retirement SystemPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2026San Diego City Employees' Retirement System reports Clearlake Capital Partners III, L.P.: $7,500,000 committed, vintage 2012, net IRR 39.6%Lp commitment disclosedFactSan Diego City Employees' Retirement SystemPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025Alaska Permanent Fund Corporation reports Clearlake Opportunities Partners (E) LP: $25,000,000 committed, vintage 2015Lp commitment disclosedFactAlaska Permanent Fund CorporationPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025Pennsylvania Public School Employees' Retirement System reports Clearlake Flagship Plus Partners, L.P.: $75,000,000 committed, vintage 2020, net IRR 6.7%Lp commitment disclosedFactPennsylvania Public School Employees' Retirement SystemPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025California Public Employees' Retirement System reports Clearlake Opportunities Partners (P), L.P.: $56,700,000 committed, vintage 2015, net IRR 8.0%Lp commitment disclosedFactCalifornia Public Employees' Retirement SystemPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025California Public Employees' Retirement System reports Clearlake Capital Partners III, LP: $50,000,000 committed, vintage 2012, net IRR 40.7%Lp commitment disclosedFactCalifornia Public Employees' Retirement SystemPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Aug 26, 2025Clearlake Completes Acquisition of Dun & Bradstreet
- Jun 2, 2025Teachers' Retirement System of the State of Illinois reports Clearlake Capital Group: an undisclosed amount committedLp commitment disclosedFactTeachers' Retirement System of the State of IllinoisPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2025New York State Common Retirement Fund reports Clearlake Capital Partners III, LP: $27,500,000 committed, vintage 2012Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2025New York State Common Retirement Fund reports Clearlake Capital Partners III, LP: $10,000,000 committed, vintage 2012Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2025New York State Common Retirement Fund reports Clearlake Capital Partners III, LP: $10,000,000 committed, vintage 2012Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Feb 18, 2022New York State Common Retirement Fund reports Clearlake Capital VII, L.P.: $200,000,000 committed, vintage 2022Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Nov 17, 2020Clearlake Capital Acquires Insurance Software Leader Zywave And Announces Strategic Acquisition Of Advisen
- Aug 14, 2015New York State Common Retirement Fund reports Clearlake Capital Group, L. P. Clearlake Capital Partners IV, L. P.: $87,000,000 committed, vintage 2015Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 1, 2012New York State Common Retirement Fund reports Clearlake Capital Partners III, L.P.: $27,500,000 committedLp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Nov 16, 2012New York State Common Retirement Fund reports Clearlake Capital Partners III: $10,000,000 committed, vintage 2012Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Feb 14, 2012Clearlake Capital Group, L.P. first filed Form ADV in the extract (IA)
- Dec 31, 2009New York State Common Retirement Fund reports Clearlake Capital Partners II: $5,000,000 committed, vintage 2009Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
- Nov 2, 2009New York State Common Retirement Fund reports Clearlake Capital Partners II: $15,000,000 committed, vintage 2009Lp commitment disclosedFactNew York State Common Retirement FundPublic pension private-markets disclosures, read through the venture lane's LP report tape
Across the graphs
Clearlake Capital Group, L.P. is the same institution as 5 records in Family Offices, Independent Sponsors, RIA and Wealth, Allocators and Venture Capital.
Family Offices1Independent Sponsors1RIA and Wealth1Allocators1Venture Capital1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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