Clearlake Capital Markets, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 337762
- Registered since
- May 29, 2026
Firm profile
FINTRXOverview
Clearlake Capital Markets, LLC is organized as a limited liability company and appears in FINTRX with an SEC registration year of 2026. The snapshot characterizes ownership as a mix of a domestic entity and an individual and places the firm in an unclassified category rather than within a defined advisory niche. FINTRX notes several firm attributes that are negative flags rather than service descriptions: it is not recorded as a capital allocator, not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and not listed as a related adviser. The database does not include details about the firm's advisory offerings, fee schedule, or target client segments. Available disclosures are sparse; the FINTRX entry provides structural and compliance-oriented metadata but no substantive narrative about investment strategy, service model, or product lineup.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Thomas Hopkins
FinOpCRD 1835087

Ethan Levinson
Co-Managing MemberCRD 4842906

Joshua Lederman
Managing Director, Capital MarketsCRD 5540946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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