Clearlake Capital Ric Management, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342281
· SEC file 801-136589
· Santa Monica, CA
· clearlake.com
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ADV data as of Jul 27, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 5
AUM over time
$0
$0
May 27, 2026
Jul 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗