Clearlake Capital Ric Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
0

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

FINTRX

Overview

Clearlake Capital Ric Management, LLC is a limited liability company registered with the SEC in 2026 that positions itself as an institutional adviser charging fees as a percentage of assets under management. The firm’s declared activities center on commodity pool and trading-advisory functions while also providing portfolio management services for investment companies. Its client focus is institutional rather than retail. The firm appears to operate inside a broader network of affiliated entities: it is identified as a related adviser and lists multiple industry roles, including broker-dealer involvement, other investment-adviser activity, and sponsor/GP or managing-member responsibilities for pooled vehicles. Clearlake Capital Ric Management, LLC is not described as an active ESG investor and is not classified as a multi-state adviser.

Investments & Alternatives

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

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