Clearlake Capital Ric Management, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 342281
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Clearlake Capital Ric Management, LLC is registered as an institutional RIA and operates as a limited liability company. Its business footprint centers on institutional clients and it charges fees as a percentage of assets under management. The firm is registered with the SEC (registration year listed as 2026) and reports activity as a commodity pool operator (CPO) or commodity trading advisor (CTA) while also providing portfolio management services for investment companies. It does not identify as an active ESG investor and is not registered as a multi-state adviser; the entity is noted as a related adviser within a broader affiliation structure. Clearlake Capital Ric Management is not positioned as a capital allocator — it appears to run and manage strategies rather than primarily allocating to outside managers. Its owner type is recorded as a combination of a domestic entity and an individual, and it is not classified as a newly formed adviser.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
3 of 3
Pedro Urrutia
Chief Financial OfficerCRD 4485571

Fred Ebrahemi
Partner, Chief Operating Officer & General CounselCRD 6473286

John Cannon
Chief Compliance OfficerCRD 7278895
Contacts
2 of 2
José Feliciano
Co-Founder and Managing PartnerCRD 2526803

Behdad Eghbali
Co-Founder and Managing PartnerCRD 2875077
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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