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 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

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