Adam D. Nelson

CLEARLAKE CAPITAL ASSET MANAGEMENT

SANTA MONICA, CA 90401

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CRD#: 6195063

Professional summary

Adam Daniel Nelson, who also goes by Adam Daniel Welch, is a registered financial advisor currently at CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC located in Santa Monica, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Adam has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Daniel Welch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TRIUMPH SAVINGS BANK, SSB, 12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX; TEXAS SAVINGS BANK; SVP AND GENERAL COUNSEL; 4/15/2013; RESPONSIBLE FOR PROVIDING LEGAL ADVICE TO BANK; APPROX 10% OF BUSINESS TIME SPENT IN THIS ROLE. TRIUMPH BANCORP, INC., 12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX; BANK/FINANCIAL HOLDING COMPANY; SVP AND GENERAL COUNSEL; 4/15/2013; RESPONSIBLE FOR PROVIDING LEGAL ADVICE TO HOLDING COMPANY; APPROX 40% OF BUSINESS TIME SPENT IN THIS ROLE. ALL INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Daniel Nelson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 16, 2013 - Present

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

Office #1: 233 Wilshire Boulevard Suite 800, Santa Monica, CA 90401

RIA

CRD#: 167408

SANTA MONICA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | WHITESTAR ASSET MANAGEMENT LLC | TRIUMPH CAPITAL ADVISORS LLC | TRIUMPH CAPITAL ADVISORS

CRD#: 167408 / SEC#: 801-78493

RIA

Registered Investment Advisory firm - (11/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/16/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | WHITESTAR ASSET MANAGEMENT LLC | TRIUMPH CAPITAL ADVISORS LLC | TRIUMPH CAPITAL ADVISORS

CRD#: 167408 / SEC#: 801-78493

RIA

Registered Investment Advisory firm - (11/5/2013 Approved)

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Contact information

Main Address

233 Wilshire Boulevard Suite 800, Santa Monica, CA 90401

Mailing Address

Phone number

(310) 400-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2.A (BROCHURE) - WHITESTAR ASSET MANAGEMENT LLC (5/12/2025)

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 2,082,615,009

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Adam D. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Daniel Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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