Investment adviser · CRD 157920

CLEARLAKE CAPITAL GROUP, L.P.

Investment adviser filing (IA)

SANTA MONICA, CA, United States · Form ADV filed Jun 30, 2026

Regulatory AUM
$83.6B
Form ADV · Item 5.F
Client accounts
147
Accounts, not individual clients
Employees
250
Reported in this filing
Advisory professionals
97
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles144$83,277,456,50799.7%
Investment companies1$190,000,0000.2%
Other clientsFewer than 5$49,790,5310.1%
Insurance companiesFewer than 5$43,621,1780.1%
Filing source

Form ADV 2110273 · Jun 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

CLEARLAKE CAPITAL PARTNERS VII, L.P.Private Equity Fund · Last reported Jun 30, 2026$8.57BGross asset value

Form D fundraising filings

CLEARLAKE CAPITAL PARTNERS VII, L.P.

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian CITIGROUP GLOBAL MARKETS INC. SIOUX FALLS, North Dakota, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian WELLS FARGO CLEARING SERVICES, LLC BEVERLY HILLS, California, United States Related to adviser: No
Marketer CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Marketer FUND PLACEMENT ISRAEL TEL-AVIV, Israel Related to adviser: No
Marketer ICAPITAL ADVISORS, LLC NEW YORK, New York, United States Related to adviser: No
Marketer PICTON S.A. BOGOTA, Colombia Related to adviser: No
Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

WELLS FARGO CLEARING SERVICES, LLC
SEC 8-37180

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 801-56264

Fund details & source
Fund ID
805-2860517517
Reported beneficial owners
114
Minimum commitment
$10M
Form D file number
021-413538

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARLAKE CAPITAL PARTNERS VII (OFFSHORE), L.P.Private Equity Fund · Last reported Jun 30, 2026$8.16BGross asset value

Form D fundraising filings

CLEARLAKE CAPITAL PARTNERS VII (OFFSHORE), L.P.

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian CITIGROUP GLOBAL MARKETS INC. SIOUX FALLS, North Dakota, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian WELLS FARGO CLEARING SERVICES, LLC BEVERLY HILLS, California, United States Related to adviser: No
Marketer CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Marketer FUND PLACEMENT ISRAEL TEL-AVIV, Israel Related to adviser: No
Marketer ICAPITAL ADVISORS, LLC NEW YORK, New York, United States Related to adviser: No
Marketer PICTON S.A. BOGOTA, Colombia Related to adviser: No
Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

WELLS FARGO CLEARING SERVICES, LLC
SEC 8-37180

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 801-56264

Fund details & source
Fund ID
805-7022394344
Reported beneficial owners
124
Minimum commitment
$10M
Form D file number
021-413537

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARLAKE CAPITAL PARTNERS VIII, L.P.Private Equity Fund · Last reported Jun 30, 2026$7.98BGross asset value

Form D fundraising filings

CLEARLAKE CAPITAL PARTNERS VIII, L.P.

Feeder funds

  • CLEARLAKE CAPITAL PARTNERS VIII ONSHORE (M), L.P.
Fund administrator STANDISH SANTA MONCIA, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEWARK, Delaware, United States Related to adviser: No
Marketer ACRO SECURITIES REYKJAVIK, Iceland Related to adviser: No
Marketer DS INVESTMENT SECURITIES CO., LTD SEOUL, Korea, South Related to adviser: No
Marketer EVERCORE GROUP, LLC NEW YORK, New York, United States Related to adviser: No
Marketer FUND PLACEMENT ISRAEL LTD. TEL-AVIV, Israel Related to adviser: No
Marketer GENCAP GLOBAL ADVISORS DMCC DUBAI, United Arab Emirates Related to adviser: No
Marketer ICAPITAL ADVISORS, LLC NEW YORK, New York, United States Related to adviser: No
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Marketer PICTON S.A. BOGOTA, Colombia Related to adviser: No
Marketer POLARIS (EUROPE) AG VADUZ, Liechtenstein Related to adviser: No
Marketer REACH CAPITAL PARIS, France Related to adviser: No
Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Fund details & source
Fund ID
805-6235796519
Reported beneficial owners
115
Minimum commitment
$10M
Form D file number
021-498621

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARLAKE CAPITAL PARTNERS VI, L.P.Private Equity Fund · Last reported Jun 30, 2026$5.75BGross asset value

Form D fundraising filings

CLEARLAKE CAPITAL PARTNERS VI, L.P.

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian CITIBANK N.A. SIOUX FALLS, North Dakota, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Related to adviser: No
Custodian WELLS FARGO CLEARING SERVICES, LLC BEVERLY HILLS, California, United States Related to adviser: No
Marketer CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

WELLS FARGO CLEARING SERVICES, LLC
SEC 8-37180

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 801-56264

Fund details & source
Fund ID
805-3480732098
Reported beneficial owners
132
Minimum commitment
$10M
Form D file number
021-355075

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARLAKE CAPITAL PARTNERS VIII (OFFSHORE), L.P.Private Equity Fund · Last reported Jun 30, 2026$5.38BGross asset value

Form D fundraising filings

CLEARLAKE CAPITAL PARTNERS VIII (OFFSHORE), L.P.

Feeder funds

  • CLEARLAKE CAPITAL PARTNERS VIII OFFSHORE (M), L.P.
Fund administrator STANDISH MANAGEMENT SANTA MONCIA, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. NEWARK, Delaware, United States Related to adviser: No
Marketer ACRO SECURITIES REYKJAVIK, Iceland Related to adviser: No
Marketer DS INVESTMENT SECURITIES CO., LTD SEOUL, Korea, South Related to adviser: No
Marketer EVERCORE GROUP, LLC NEW YORK, New York, United States Related to adviser: No
Marketer FUND PLACEMENT ISRAEL LTD. TEL-AVIV, Israel Related to adviser: No
Marketer GENCAP GLOBAL ADVISORS DMCC DUBAI, United Arab Emirates Related to adviser: No
Marketer ICAPITAL ADVISORS, LLC NEW YORK, New York, United States Related to adviser: No
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Marketer PICTON S.A. BOGOTA, Colombia Related to adviser: No
Marketer POLARIS (EUROPE) AG VADUZ, Liechtenstein Related to adviser: No
Marketer REACH CAPITAL PARIS, France Related to adviser: No
Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Fund details & source
Fund ID
805-3872579612
Reported beneficial owners
115
Minimum commitment
$10M
Form D file number
021-498617

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARLAKE CAPITAL PARTNERS VI (OFFSHORE), L.P.Private Equity Fund · Last reported Jun 30, 2026$4.79BGross asset value

Form D fundraising filings

CLEARLAKE CAPITAL PARTNERS VI (OFFSHORE), L.P.

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian CITIBANK N.A. SIOUX FALLS, North Dakota, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, United States Related to adviser: No
Custodian WELLS FARGO CLEARING SERVICES, LLC BEVERLY HILLS, California, United States Related to adviser: No
Marketer CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

WELLS FARGO CLEARING SERVICES, LLC
SEC 8-37180

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 801-56264

Fund details & source
Fund ID
805-7778956577
Reported beneficial owners
93
Minimum commitment
$10M
Form D file number
021-355073

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARLAKE OPPORTUNITIES PARTNERS MASTER FUND III, L.P.Private Equity Fund · Last reported Jun 30, 2026$3.48BGross asset value

Feeder funds

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian U.S. BANCORP MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ERNST & YOUNG, LLP
PCAOB 42

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 801-56264

Fund details & source
Fund ID
805-6959199923
Reported beneficial owners
45
Minimum commitment
$10M
Form D file number
021-423636
Form D file number
021-423638

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 30, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

233 WILSHIRE BLVD, SUITE 800
SANTA MONICA, CA, 90401, United States

CRD 157920

Filing source

Form ADV 2110273 · Jun 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.