Davis Deadman
Davis Deadman is a CFA-designated registered investment advisor at Clearlake Capital Asset Management, LLC, based in Santa Monica, CA, with 16 years of industry experience. Davis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCAM manages investments for CLOs, a private fund, and institutional accounts.
For CLOs, CCAM receives management fees and may also receive performance-based compensation. The management fees are up to approximately 0.50% annually of the defined asset value.
For the private fund, CCAM receives a quarterly management fee based on a percentage of the daily average of the fund's invested capital and may also receive performance-based compensation.
For institutional accounts, CCAM's investment management fees are negotiated with each client, typically ranging from 0.25% to 1.00% annually. CCAM may also collect performance fees.
Location
233 Wilshire Boulevard, Suite 800, Santa Monica, CA, 90401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Davis is the EVP and Chief Lending Officer at Triumph Savings Bank, SSB, dedicating nearly full-time hours to overseeing bank lending. He also serves as EVP/President at Triumph Bancorp, Inc./Triumph Consolidated Cos., LLC, spending about a quarter of his time on strategic oversight at the holding companies.
Employment History
Current Registrations
Clearlake Capital Asset Management, LLC
Previous Registrations
Highland Capital Management, L.P.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.