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Clearlake Advisors, L.L.C.
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Clearlake Advisors, L.L.C. Share
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San Anselmo, California
$234.9 million AUM
1 office

Clearlake Advisors, L.L.C. is based in San Anselmo, California and has $234.9 million in assets under management.

Location
201 San Anselmo Avenue
San Anselmo, CA 94960
Contact
$234.9 million
AUM
4
Employees
AUM Share
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$234,872,484
Assets under management
43 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals Fewer than 5 clients $44,801
High net worth individuals 24 $218,963,741 93% $9,123,489
Pension and profit sharing plans Fewer than 5 clients $2,306,931
Charitable organizations Fewer than 5 clients $13,557,011
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$234,872,484
Assets under management
$58,718,121
AUM per employee
$78,290,828
AUM per investment analyst
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Compensation

Clearlake Advisors, L.L.C. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Clearlake Advisors, L.L.C. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 129,627
SEC number 801-64946
Legal structure Limited Liability Company
Legal governance Iowa, United States
Latest ADV filing date April 13, 2020

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