Clearlake Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Santa Monica, California
CRD number
337762
Registered since
May 29, 2026

Firm profile

FINTRX

Overview

Clearlake Capital Markets, LLC is organized as a limited liability company and is listed as being owned by a mix of a domestic entity and an individual. The firm is recorded as registering with the SEC in 2026 and is classified in the source data as "Unclassified." The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also listed as not operating as a multi-state adviser, not a pension consultant, and not a related adviser to another registered manager. Public-facing details about the firm's advisory services, fee schedule, target client types, or specific investment strategies were not provided in the source record. The firm has not supplied information about its business activities or affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Luke Anderson

    Luke Anderson

    Capital Markets AssociateCRD 7573030

  • Thomas Hopkins

    FinOpCRD 1835087

  • Ethan Levinson

    Ethan Levinson

    Co-Managing MemberCRD 4842906

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
233 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth