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NH

Nathan D. Hall

CLEARLAKE CAPITAL ASSET MANAGEMENT
SANTA MONICA, CA 90401
Some features on this profile are disabled
CRD#: 6247496
NH

Professional summary

Nathan Daniel Hall is a registered financial advisor currently at CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC located in Santa Monica, California.

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

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Daniel Hall'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".
CC
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)

Exams

Current Firm

CC
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
44

SEC notice filing (1 States and Territories)

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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 Accounts23
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.

Company Information

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

CRD#: 167408Santa Monica, CA 90401

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