{"url":"https://nivawealth.com/firms/clearlake-capital-group-157920","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157920","regulatoryAum":83560868216,"crd":"157920","secFileNumber":"801-73993","legalName":"Clearlake Capital Group, L.P.","displayName":"Clearlake Capital Group","website":"https://clearlake.com/","linkedinUrl":"https://www.linkedin.com/company/clearlake-capital-group-lp/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"233 Wilshire BLVD, Suite 800","city":"Santa Monica","state":"CA","stateName":"California","country":"United States","postalCode":"90401"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":250,"advisory":97,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":83560868216,"discretionaryAccounts":147,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":51,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":190000000},{"label":"Pooled investment vehicles","clients":144,"regulatoryAum":83277456507},{"label":"Insurance companies","clients":1,"regulatoryAum":43621178},{"label":"Other","clients":2,"regulatoryAum":49790531}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"U.S. Bank National Association","shortName":"U.S. Bank National Association","location":"Cincinnati, OH","smaAssets":93411708}],"custodyNote":"Clearlake Capital Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Pedro Urrutia","title":"Chief Financial Officer","crd":"4485571"},{"name":"Fred Ebrahemi","title":"Partner, Chief Operating Officer & General Counsel","crd":"6473286"},{"name":"John Cannon","title":"Managing Director & Portfolio General Counsel & O.p.s.? & Chief Compliance Officer","crd":"7278895"},{"name":"Behdad Eghbali","title":"Principal / Managing Partner","crd":"2875077"},{"name":"Jose Feliciano","title":"Principal / Managing Partner","crd":"2526803"}],"ownership":[{"label":"Clearlake Capital Holdings, LP","detail":"Limited partner in the 75% or more ownership band and a control person, since December 2024."},{"label":"Jose Feliciano","detail":"Indirect owner: a member of CCG Global, LLC in the 50% to 75% band and a control person, since December 2018.","parent":"CCG Global, LLC"},{"label":"Behdad Eghbali","detail":"Indirect owner: a member of CCG Global, LLC in the 25% to 50% band and a control person, since December 2018.","parent":"CCG Global, LLC"},{"label":"CCG Operations, LLC","detail":"Indirect owner: a managing member of Clearlake Capital Group GP, LLC in the 75% or more band and a control person, since April 2017. Also a limited partner of Clearlake Capital Parent Holdings, L.P. in the 50% to 75% band and a control person, since December 2024.","parent":"Clearlake Capital Group GP, LLC"},{"label":"CCG Global, LLC","detail":"Indirect owner: a member of CCG Operations, LLC in the 75% or more band and a control person, since December 2018.","parent":"CCG Operations, LLC"},{"label":"Clearlake Capital Parent Holdings, L.P.","detail":"Indirect owner: a limited partner of Clearlake Capital Holdings, LP in the 75% or more band and a control person, since December 2024.","parent":"Clearlake Capital Holdings, LP"},{"label":"Clearlake Capital Group GP, LLC","detail":"Indirect owner: general partner of Clearlake Capital Holdings, LP and a control person, since October 2025. Also general partner of Clearlake Capital Parent Holdings, L.P. and a control person, since August 2024.","parent":"Clearlake Capital Holdings, LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":8,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"233 Wilshire BLVD, Suite 800","city":"Santa Monica","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"300 Park Avenue","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"200 Crescent Court","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-400-8800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":93,"detail":"Collateralized Loan Obligation (\"clo\") Debt"}],"privateFunds":93},"sources":{"adv1FilingDate":"30 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157920/PDF/157920.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Clearlake Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Clearlake Capital Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Clearlake Capital Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clearlake Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clearlake Capital Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Clearlake Capital Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Clearlake Capital Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/clearlake-capital-group-157920/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1688282/000090514826003721/0000905148-26-003721-index.html","totalValue":528638573,"positionCount":6,"top10Share":1,"top10":[{"issuer":"BLACKBAUD INC","titleOfClass":"COM","cusip":"09227Q100","value":288849412,"shares":9751837,"shareType":"SH","priorValue":376518427,"priorShares":9751837},{"issuer":"BLACKLINE INC","titleOfClass":"COM","cusip":"09239B109","value":160344261,"shares":5712300,"shareType":"SH","priorValue":211355100,"priorShares":5712300},{"issuer":"FORWARD AIR CORP","titleOfClass":"COM","cusip":"34986A104","value":51675750,"shares":3825000,"shareType":"SH","priorValue":63915750,"priorShares":3825000},{"issuer":"GRAB HOLDINGS LIMITED","titleOfClass":"CLASS A ORD","cusip":"G4124C109","value":20735000,"shares":5500000,"shareType":"SH","priorValue":20130000,"priorShares":5500000},{"issuer":"HOLLEY INC","titleOfClass":"COM","cusip":"43538H103","value":7012500,"shares":2750000,"shareType":"SH","priorValue":8442500,"priorShares":2750000},{"issuer":"GRAB HOLDINGS LIMITED","titleOfClass":"*W EXP 99/99/999","cusip":"G4124C117","value":21650,"shares":500000,"shareType":"SH","priorValue":38100,"priorShares":500000}],"positionsListed":6,"positions":[{"issuer":"BLACKBAUD INC","titleOfClass":"COM","cusip":"09227Q100","value":288849412,"shares":9751837,"shareType":"SH","priorValue":376518427,"priorShares":9751837},{"issuer":"BLACKLINE INC","titleOfClass":"COM","cusip":"09239B109","value":160344261,"shares":5712300,"shareType":"SH","priorValue":211355100,"priorShares":5712300},{"issuer":"FORWARD AIR CORP","titleOfClass":"COM","cusip":"34986A104","value":51675750,"shares":3825000,"shareType":"SH","priorValue":63915750,"priorShares":3825000},{"issuer":"GRAB HOLDINGS LIMITED","titleOfClass":"CLASS A ORD","cusip":"G4124C109","value":20735000,"shares":5500000,"shareType":"SH","priorValue":20130000,"priorShares":5500000},{"issuer":"HOLLEY INC","titleOfClass":"COM","cusip":"43538H103","value":7012500,"shares":2750000,"shareType":"SH","priorValue":8442500,"priorShares":2750000},{"issuer":"GRAB HOLDINGS LIMITED","titleOfClass":"*W EXP 99/99/999","cusip":"G4124C117","value":21650,"shares":500000,"shareType":"SH","priorValue":38100,"priorShares":500000}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}