Clearlake Advisors LLC

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Assets, Funds, Holdings

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Clearlake Advisors LLC
CRD #129627
SEC #801-64946
CIK #
AUM
Employees 4 (75% Investors, 0% Brokers)
Phone415-456-8324
Address201 San Anselmo Avenue
San Anselmo, CA 94960-2854
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002004201020172024
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other ZGT LC 2017-03-31 0.0
PE Zimmerman PIP 1 LLC 2017-03-31 0.0
Other SC Family Line LLC 2013-04-01 0.0
Other Indra 5 LP 2012-04-02 0.0
LF Indra Money Market Pool 2012-04-02 0.0
HF MZIT LC 2012-04-02 0.0
RE New Regent Inc 2012-04-02 0.0
Other SCIT LLC 2012-04-02 0.0
Other Soma 3 LLC 2012-04-02 0.0
Other SZ Family Line LLC 2012-04-02 0.0
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 17 236.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 10 0.0
(g) Pension and profit sharing plans 0 3.0
(h) Charitable organizations 0 14.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 31 253.8
By Discretionary
Discretionary 31 253.8
Non-Discretionary 0 0.0
Total 31 253.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 253.8
Total 31 253.8
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