DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Clearlake Capital Group, L.P.
Latest filing Jun 30, 2026
First filing on the tape Feb 14, 2012 · 37 filings
SEC status approved since Mar 30, 2012
RAUM
$84B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
250
97 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
93
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$84B as of Jun 30, 2026
Apr 1, 2013$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Apr 1, 20130 then
Employees (5.A)250 as of Jun 30, 2026
Apr 1, 201316 then
Private funds93 as of Jun 30, 2026
Apr 1, 20136 then
RAUM +5.0% over the last fiscal year+12% a year over threeIARs 0 to 0offices 6 to 8
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $568MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$83B100%
- Investment companies$190M0.2%
- Insurance companies$43.6M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 147reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
91 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Clearlake Capital Partners Vi, L.P. | Private Equity Fund | $6.5B | 132 | Nov 26, 2019 |
| Clearlake Capital Partners Vi (Offshore), L.P. | Private Equity Fund | $5.5B | 93 | Nov 26, 2019 |
| Clearlake Capital Partners Viii, L.P. | Private Equity Fund | $4.9B | 56 | Jun 7, 2023 |
| Clearlake Capital Partners Vii, L.P. | Private Equity Fund | $3.6B | 114 | Jul 2, 2021 |
| Clearlake Capital Partners Vii (Offshore), L.P. | Private Equity Fund | $3.4B | 124 | Jul 2, 2021 |
| Clearlake Capital Partners V, L.P. | Private Equity Fund | $3.3B | 110 | Mar 29, 2018 |
| Icon Software Partners, L.P. | Private Equity Fund | $1.7B | 69 | Mar 31, 2021 |
| Clearlake Capital Partners V (Offshore), L.P. | Private Equity Fund | $1.6B | 69 | Mar 29, 2018 |
| Clearlake Flagship Plus Partners Master Fund, L.P. | Private Equity Fund | $1.3B | 44 | Mar 31, 2021 |
| Clearlake Opportunities Partners Master Fund II, L.P. | Private Equity Fund | $1.1B | 47 | Mar 30, 2020 |
| Icon Partners IV, L.P. | Private Equity Fund | $1.1B | 8 | Jul 2, 2021 |
| Icon Partners IV B, L.P. | Private Equity Fund | $1.1B | 115 | Jul 2, 2021 |
| Clearlake Capital Partners Vi (Uste), L.P. | Private Equity Fund | $952M | 32 | Nov 26, 2019 |
| Clearlake Capital Partners IV, L.P. | Private Equity Fund | $918M | 72 | Aug 31, 2015 |
| Icon Partners II, L.P. | Private Equity Fund | $899M | 47 | Mar 31, 2021 |
| Ccp Vii Qi-A Aiv, LLC | Private Equity Fund | $752M | 96 | Mar 31, 2023 |
| Sunshine Co-Investment Partners, L.P. | Private Equity Fund | $677M | 23 | Mar 31, 2022 |
| Icon Partners V, L.P. | Private Equity Fund | $592M | 45 | Mar 31, 2022 |
| Clearlake Opportunities Partners Master Fund III, L.P. | Private Equity Fund | $562M | 46 | Jul 2, 2021 |
| Icon Partners V C, L.P. | Private Equity Fund | $548M | 36 | Mar 31, 2022 |
| Icon Partners III, L.P. | Private Equity Fund | $541M | 117 | Mar 31, 2021 |
| Falcon Co-Investment Partners, L.P. | Private Equity Fund | $518M | 44 | Mar 31, 2022 |
| Diligere Co-Investment Partners, LLC | Private Equity Fund | $517M | 39 | Mar 29, 2018 |
| Clearlake Capital Partners Vii (Blues Aiv), L.P. | Private Equity Fund | $484M | 141 | Mar 31, 2023 |
| Clearlake Opportunities Partners (P) Master Fund, L.P. | Private Equity Fund | $476M | 36 | Aug 31, 2015 |
| Clearlake Capital Partners Vii (Offshore Blues Aiv), L.P. | Private Equity Fund | $431M | 139 | Mar 31, 2023 |
| Ccp Vii Qi-B Aiv, LLC | Private Equity Fund | $420M | 223 | Mar 31, 2023 |
| Ulysses Co-Investment Partners, L.P. | Private Equity Fund | $416M | 30 | Mar 29, 2019 |
| Palms Co-Investment Partners, L.P. | Private Equity Fund | $389M | 17 | Mar 31, 2023 |
| Palms Co-Investment Partners D, L.P. | Private Equity Fund | $366M | 29 | Mar 31, 2023 |
| Palms Co-Investment Partners C, L.P. | Private Equity Fund | $365M | 16 | Mar 31, 2023 |
| Biloxi Co-Investment Partners, L.P. | Private Equity Fund | $352M | 23 | Jul 2, 2021 |
| Clearlake Capital Partners Vii (Uste), L.P. | Private Equity Fund | $346M | 29 | Jul 2, 2021 |
| Wampa Co-Investment Partners, L.P. | Private Equity Fund | $336M | 10 | Mar 31, 2021 |
| Azurite Co-Investment Partners, L.P. | Private Equity Fund | $320M | 26 | Mar 29, 2024 |
| Palms Co-Investment Partners B, L.P. | Private Equity Fund | $305M | 6 | Mar 31, 2023 |
| Pyke Co-Investment Partners, L.P. | Private Equity Fund | $294M | 5 | Mar 31, 2021 |
| Icon Partners V B, L.P. | Private Equity Fund | $294M | 27 | Mar 31, 2022 |
| Odyssey Co-Investment Partners A, LLC | Private Equity Fund | $238M | 17 | Mar 31, 2023 |
| Amber Co-Investment Partners, LLC | Private Equity Fund | $228M | 26 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Fred Ebrahemi · Partner, Chief Operating Officer & General Counselcontrolsince 08/2019 · owns less than 5%
- Behdad Eghbali · Principal / Managing Partnercontrolsince 02/2007 · owns less than 5%
- Martin Pedro Urrutia · Chief Financial Officercontrolsince 02/2012 · owns less than 5%
- Behdad Eghbali · Membercontrolsince 08/2008 · owns 25% to 50% of Ccg Global, LLC
- Enrique Jose Feliciano · Membercontrolsince 01/2005 · owns 50% to 75% of Ccg Global, LLC
- Peter Antony Ressler · Limited Partnercontrolsince 01/2002 · owns 25% to 50% of Ares Owners Holdings L.P.
Entity owners
- Ccg Operations, LLC · Limited Partnerdirect · owns 50% to 75%
- Clearlake Capital Group Gp, LLC · General Partnerdirect · owns less than 5%
- Ares Holdco, LLC · General Partnerindirect · owns F of Ares Management Holdings L.P.
- Ares Holdco, LLC · General Partnerindirect · owns 25% to 50% of Ares Holdings, L.P.
- Ares Holdings, L.P. · Limited Partnerindirect · owns 75% or more of Ares Management Holdings L.P.
- Ares Management Corporation · Memberindirect · owns 75% or more of Ares Holdco, LLC · public reporting company
- Ares Management Holdings L.P. · Memberindirect · owns 75% or more of Ares Management LLC
- Ares Management LLC · Memberindirect · owns 75% or more of Landmark Partners LLC
- Ares Owners Holdings L.P. · Limited Partnerindirect · owns 50% to 75% of Ares Holdings, L.P.
- Ares Partners Holdco LLC · General Partnerindirect · owns F of Ares Owners Holdings L.P.
- Blue Owl Capital Carry LP · Memberindirect · owns 75% or more of Blue Owl Gp Stakes Gp Holdings LLC
- Blue Owl Capital Gp Holdings LLC · Managing Memberindirect · owns 75% or more of Blue Owl Capital Gp LLC
- Blue Owl Capital Gp LLC · General Partnerindirect · owns F of Blue Owl Capital Carry LP
- Blue Owl Capital Inc. · Managing Memberindirect · owns 75% or more of Blue Owl Capital Gp Holdings LLC · public reporting company
- Blue Owl Gp Stakes Associates IV LP · Managerindirect · owns F of Dyal U.S. IV LLC
- Blue Owl Gp Stakes Associates IV LP · General Partnerindirect · owns F of Blue Owl Gp Stakes IV (A) LP
- Blue Owl Gp Stakes Associates IV LP · General Partnerindirect · owns F of Blue Owl Gp Stakes IV Offshore Investors LP
- Blue Owl Gp Stakes Associates IV LP · General Partnerindirect · owns F of Blue Owl Gp Stakes IV US Investors LP
- Blue Owl Gp Stakes Associates IV LP · General Partnerindirect · owns F of Dyal IV Cayman Aggregator LP
- Blue Owl Gp Stakes Gp Holdings LLC · General Partnerindirect · owns F of Blue Owl Gp Stakes Associates IV LP
Related persons
Schedule D 7.A
- Blues Century Gp, LLCinvestment adviserpooled vehicle sponsorn
- Blues Forever Gp, LLCinvestment adviserpooled vehicle sponsorn
- Blues Founders Gp, LLCinvestment adviserpooled vehicle sponsorn
- Blues Legacy Gp, LLCinvestment adviserpooled vehicle sponsorn
- Blues Partners I Gp, LLCinvestment adviserpooled vehicle sponsorn
- Blues Partners II Gp, LLCinvestment adviserpooled vehicle sponsorn
- Blues Vintage Gp, LLCinvestment adviserpooled vehicle sponsorn
- Cascade Gp, LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Capital Group Limitedinvestment advisery
- Clearlake Capital Group Pte. Ltd.investment advisery
- Clearlake Capital Partners II Gp (Offshore), Ltd.investment adviserpooled vehicle sponsorn
- Clearlake Capital Partners II Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Capital Partners III Gp LP, LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Capital Partners III Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Capital Partners IV Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Capital Partners Snowbird Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Capital Partners V Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Capital Partners Vi Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Capital Partners Vii Gp (Blues), LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Capital Partners Vii Gp, LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Capital Partners Viii Gp, LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Capital Partners, LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Flagship Plus Partners Gp (Blues), LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Flagship Plus Partners Gp, LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Opportunities Partners (E) Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Opportunities Partners (P) Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Opportunities Partners II Gp (Blues), LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Opportunities Partners II Gp, L.P.investment adviserpooled vehicle sponsorn
- Clearlake Opportunities Partners III Gp (Blues), LLCinvestment adviserpooled vehicle sponsorn
- Clearlake Opportunities Partners III Gp, LLCinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom1 employees
- Singapore, Singapore1 employees
- Westport, CT1 employees
What changed
consecutive filings, newest first
- Accounts · 149 to 147Sep 10, 2025 to Mar 31, 2026
- Advisory employees · 64 to 97Sep 10, 2025 to Mar 31, 2026
- Advisory activities · 1 to 3Sep 10, 2025 to Mar 31, 2026
- BD registered reps · 0 to 1Sep 10, 2025 to Mar 31, 2026
- Pooled vehicle clients · 149 to 144Sep 10, 2025 to Mar 31, 2026
- Employees · 207 to 250Sep 10, 2025 to Mar 31, 2026
- Other offices · 6 to 8Sep 10, 2025 to Mar 31, 2026
- Private funds · 95 to 93Sep 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $80B to $84BSep 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $80B to $83BSep 10, 2025 to Mar 31, 2026
- RAUM · $80B to $84BSep 10, 2025 to Mar 31, 2026
- Related broker-dealer · false to trueSep 10, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Jun 16, 2025 to Sep 10, 2025
- Accounts · 105 to 149Jun 4, 2024 to Mar 31, 2025
- Advisory employees · 35 to 64Jun 4, 2024 to Mar 31, 2025
- Pooled vehicle clients · 105 to 149Jun 4, 2024 to Mar 31, 2025
- Employees · 114 to 207Jun 4, 2024 to Mar 31, 2025
- Other offices · 3 to 6Jun 4, 2024 to Mar 31, 2025
- Private funds · 81 to 95Jun 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $63B to $80BJun 4, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $63B to $80BJun 4, 2024 to Mar 31, 2025
- RAUM · $63B to $80BJun 4, 2024 to Mar 31, 2025
- Accounts · 81 to 105Jun 7, 2023 to Mar 29, 2024
- Advisory employees · 33 to 35Jun 7, 2023 to Mar 29, 2024
- Pooled vehicle clients · 81 to 105Jun 7, 2023 to Mar 29, 2024
- Employees · 100 to 114Jun 7, 2023 to Mar 29, 2024
- Other offices · 2 to 3Jun 7, 2023 to Mar 29, 2024
- Private funds · 82 to 81Jun 7, 2023 to Mar 29, 2024
- Discretionary RAUM · $60B to $63BJun 7, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $60B to $63BJun 7, 2023 to Mar 29, 2024
- RAUM · $60B to $63BJun 7, 2023 to Mar 29, 2024
- Private funds · 81 to 82Mar 31, 2023 to Jun 7, 2023
- Accounts · 76 to 81May 26, 2022 to Mar 31, 2023
- Advisory employees · 30 to 33May 26, 2022 to Mar 31, 2023
- Pooled vehicle clients · 76 to 81May 26, 2022 to Mar 31, 2023
- Employees · 77 to 100May 26, 2022 to Mar 31, 2023
- Private funds · 51 to 81May 26, 2022 to Mar 31, 2023
- Discretionary RAUM · $59B to $60BMay 26, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $59B to $60BMay 26, 2022 to Mar 31, 2023
- RAUM · $59B to $60BMay 26, 2022 to Mar 31, 2023
Signals
9 dated events
- Clearlake Capital Group, L.P. reported RAUM $79.6B, up 26% from $63.0B (2024-06-04 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Francis John Cannon (Deputy General Counsel & Chief Compliance Officer) no longer on Schedule A of Clearlake Capital Group, L.P. (listed 2023-06-07, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Peter Antony Ressler (Limited Partner) appeared on Schedule A of Clearlake Capital Group, L.P.Mar 31, 2023 · Control person joined · fact
- Clearlake Capital Group, L.P. reported RAUM $59.4B, up 101% from $29.6B (2021-07-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Enrique Jose Feliciano (Member) appeared on Schedule A of Clearlake Capital Group, L.P.Mar 31, 2021 · Control person joined · fact
- Clearlake Capital Group, L.P. reported RAUM $23.8B, up 26% from $18.9B (2020-03-30 to 2020-09-03)Sep 3, 2020 · RAUM change · derived
- Francis John Cannon (Deputy General Counsel & Chief Compliance Officer) appeared on Schedule A of Clearlake Capital Group, L.P.Sep 3, 2020 · Control person joined · fact
- Clearlake Capital Group, L.P. reported RAUM $18.9B, up 110% from $9.0B (2019-11-27 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Clearlake Capital Group, L.P. reported RAUM $7.8B, up 85% from $4.2B (2017-12-14 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Clearlake Capital Group, L.P. · Family Officesshared crd · office
- Clearlake Capital Group, L.P. · Independent Sponsorsshared crd · capital_provider
- Clearlake Capital Group, L.P. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/clearlake-capital-group-lpreportedpublic record, Form ADV, Sep 17, 2026
- Website
- clearlake.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 310-400-8800reportedpublic record, Form ADV, Jun 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026