Clients
Clearlake Capital Group serves 148 clients, 144 of them pooled investment vehicles. The average client has about $565 million with the firm.
- Pooled investment vehicles144 clients100%
- OtherInvestment companies, Insurance companies, Other0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $190,000,000 | 0.2% | $190.0M |
| Pooled investment vehicles | 144 | $83,277,456,507 | 99.7% | $578.3M |
| Insurance companies | 1 | $43,621,178 | 0.1% | $43.6M |
| Other | 2 | $49,790,531 | 0.1% | $24.9M |
| Total | 148 | $83,560,868,216 | 100% | $564.6M |
- Clients
- 1
- Regulatory AUM
- $190,000,000
- Share
- 0.2%
- Avg. per client
- $190.0M
- Clients
- 144
- Regulatory AUM
- $83,277,456,507
- Share
- 99.7%
- Avg. per client
- $578.3M
- Clients
- 1
- Regulatory AUM
- $43,621,178
- Share
- 0.1%
- Avg. per client
- $43.6M
- Clients
- 2
- Regulatory AUM
- $49,790,531
- Share
- 0.1%
- Avg. per client
- $24.9M
Total
- Clients
- 148
- Regulatory AUM
- $83,560,868,216
- Share
- 100%
- Avg. per client
- $564.6M
What it does
Clearlake Capital Group provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Clearlake Capital Group provided financial planning to 0 clients last fiscal year and advises 93 private funds.
100.0% of assets ($83.56B across 147 accounts) are managed with discretion. 51% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Cash7%
- Other93%
- Collateralized loan obligation ("clo") debt93%
Custodians
Clearlake Capital Group’s client accounts are held mainly at U.S. Bank National Association, with 0% of managed assets. Clearlake Capital Group has custody of client assets.
- OtherU.S. Bank National Association, All other custodians100%
Ownership and leadership
Clearlake Capital Holdings, LP owns 75% or more of Clearlake Capital Group.
- Owns 75% or more of Clearlake Capital Group, L.P.
Clearlake Capital Holdings, LP
Control person · since December 2024
- Owns 75% or more of Clearlake Capital Holdings, LP
Clearlake Capital Parent Holdings, L.P.
Control person · since December 2024
Clearlake Capital Group GP, LLC
General partner · Control person · since October 2025
- Owns 75% or more of Clearlake Capital Group GP, LLC
CCG Operations, LLC
Control person · since April 2017
- Owns 75% or more of CCG Operations, LLC
CCG Global, LLC
Control person · since December 2018
- Owns 50% to 75% of CCG Global, LLC
Jose Feliciano
Control person · since December 2018
- Owns 25% to 50% of CCG Global, LLC
Behdad Eghbali
Control person · since December 2018
Leadership
- Pedro UrrutiaChief Financial Officer
- Fred EbrahemiPartner, Chief Operating Officer & General Counsel
- John CannonManaging Director & Portfolio General Counsel & O.p.s.? & Chief Compliance Officer
- Behdad EghbaliPrincipal / Managing Partner
- Jose FelicianoPrincipal / Managing Partner
Staff
- 250 employees
- 97 in advisory functions
- 1 broker-dealer rep
Reported holdings
Clearlake Capital Group’s reported 13F holdings total $528.6M across 6 positions, and the ten largest make up 100.0% of it.
- $528.6M
- Reported 13F value
- 6
- Positions
- 100.0%
- In the 10 largest
- −22.3%
- Value vs. prior quarter
- Blackbaud Inc.54.6%
- Blackline Inc.30.3%
- Forward Air Corp.9.8%
- Grab Holdings Limited · Class A Ord3.9%
- Holley Inc.1.3%
- Grab Holdings Limited · *w Exp 99/99/9990.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $528.6M is not its $83.56B in regulatory assets and does not represent any individual client's portfolio.
Fees
Clearlake Capital Group is paid through a percentage of assets under management and performance-based fees.
Clearlake Capital Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Clearlake Capital Group has 8 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 233 Wilshire BLVD, Suite 800, Santa MonicaHQ
New York · 1 listed address
- 300 Park Avenue, New York
Texas · 1 listed address
- 200 Crescent Court, Dallas
Registration details
- Legal name
- Clearlake Capital Group, L.P.
- Headquarters
- 233 Wilshire BLVD, Suite 800, Santa Monica, CA 90401
- Phone
- 310-400-8800
- Website
- clearlake.com
- SEC file
- 801-73993
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Clearlake Capital Group have?
Clearlake Capital Group has 148 clients and manages $83.6 billion for them, as of June 2026. They include 144 pooled investment vehicles, 2 other clients and 1 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Clearlake Capital Group offer?
Clearlake Capital Group provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Clearlake Capital Group use?
Clearlake Capital Group’s separately managed account assets are held at U.S. Bank National Association (Cincinnati, OH), with $93,411,708. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does Clearlake Capital Group have?
Clearlake Capital Group has 0 investment adviser representatives registered with state securities authorities, out of 250 employees, and 97 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clearlake Capital Group invest in?
At the end of its last fiscal year, Clearlake Capital Group’s separately managed accounts held 93% collateralized loan obligation ("clo") debt and 7% cash and equivalents. It advises 93 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clearlake Capital Group?
Clearlake Capital Group is owned through a chain of holding companies by Jose Feliciano, Behdad Eghbali and Clearlake Capital Parent Holdings, L.P. Its direct owner is Clearlake Capital Holdings, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Clearlake Capital Group get paid?
Clearlake Capital Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file