Adam Nelson
Adam Nelson is a registered investment advisor at Clearlake Capital Asset Management, LLC, based in Santa Monica, CA, with 12 years of industry experience. Adam 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
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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
Adam is the SVP and General Counsel for Triumph Savings Bank, SSB and Triumph Bancorp, Inc. He spends about 10% of his time providing legal advice to the bank and about a quarter of his time providing legal advice to the holding company.
Employment History
Current Registrations
Clearlake Capital Asset Management, LLC
State Registrations1 state
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