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Clearlake Capital Ric Management, LLC registers with the SEC (Santa Monica, CA)
New SEC-registered adviser · CRD 342281 · 801-136589 · effective 2026-08-05
Effective 2026-08-05. 5 employees (5 advisory), no regulatory AUM reported yet. Affiliated with a broker-dealer. Notice-filed in CA. Limited Liability Company (DE).
No RAUM yetBroker-dealer affiliate
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Recruiting & RIA platforms
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance