Overview
Assets Under Management: $254 million
Headquarters: SAN ANSELMO, CA
High-Net-Worth Clients: 17
Average Client Assets: $13.9 million
Frequently Asked Questions
CLEARLAKE ADVISORS, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129627), CLEARLAKE ADVISORS, L.L.C. is subject to fiduciary duty under federal law.
CLEARLAKE ADVISORS, L.L.C. is headquartered in SAN ANSELMO, CA.
CLEARLAKE ADVISORS, L.L.C. serves 17 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, CLEARLAKE ADVISORS, L.L.C. offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
CLEARLAKE ADVISORS, L.L.C. manages $254 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, CLEARLAKE ADVISORS, L.L.C. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.17%
Average Client Assets: $13.9 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 129627
Filing ID: 1735231
Last Filing Date: 2023-03-30 19:43:00