Clearlake Capital Markets, LLC

Broker-DealerFINRA Member
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 reported as a domestic entity with individual ownership. The firm's public snapshot classifies it as "unclassified" and indicates it does not operate as a capital allocator. The record also flags that the firm is not an active ESG investor, not a multistate adviser, not newly formed, and does not serve as a pension consultant or related adviser. The data set contains minimal disclosure about the firm's business activities, advisory services, client mix, fee schedules, or investment mandates.

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
  • Thomas Hopkins

    FinOpCRD 1835087

  • Ethan Levinson

    Ethan Levinson

    Co-Managing MemberCRD 4842906

  • Joshua Lederman

    Joshua Lederman

    Managing Director, Capital MarketsCRD 5540946

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth