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Building 2CLEARLAKE ADVISORS, L.L.C.

Map pinSAN ANSELMO, CA
Phone415-456-8324
NotebookSEC #801-64946
Total AUM
$253.8M
Employees
4
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 SAN ANSELMO AVENUE
SAN ANSELMO
CA 94960-2854
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
415-456-8324

ReceiptFinancials

Total AUM
$253.8M
Accounts
31
Discretionary
$253.8M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
17
AUM
$236.5M
Pooled Vehicle Clients
10
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$14.4M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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