Clearlake Advisors, L.L.C. is a large advisory firm based in San Anselmo. It manages $221.02 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Clearlake Advisors, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clearlake Advisors, L.L.C. is $221.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clearlake Advisors, L.L.C. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Clearlake Advisors, L.L.C is high net worth individuals with 24 clients and $206.29 million of assets under management. Among the 9 most similar advisory firms, Clearlake Advisors, L.L.C has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $206.29 million for 38 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Clearlake Advisors, L.L.C also advises several private funds. Namely, two liquidity funds, two real estate funds, seven other private funds, and three private equity funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Clearlake Advisors, L.L.C. performs its advisory services is located at 201 San Anselmo Avenue, San Anselmo, CA 94960 2854, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-456-8324 or by fax 415-456-6130. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.