Raymond Sperring
Raymond Sperring is a registered investment advisor at Clearlake Capital Asset Management, LLC, based in Santa Monica, CA, with 12 years of industry experience. Raymond 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.
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Raymond is the EVP and Chief Investment Officer at Triumph Savings Bank, SSB, responsible for investment activity, taking about a quarter of his time. He also serves as EVP at Triumph Bancorp, Inc./Triumph Consolidated Cos., LLC, overseeing investment and strategic activity, dedicating the majority of his time. Raymond also manages investment vehicles at Triumph CRA Holdings, LLC, spending minimal time in this role.
Employment History
Current Registrations
Clearlake Capital Asset Management, LLC
State Registrations1 state
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