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INTERLAKE CAPITAL MANAGEMENT, LLC
CRD 142577
100 CLOCK TOWER PLACE, SUITE 120, CARMEL, CA, 93923, United States
Phone
608-216-4548
Fax
866-796-1648
Registration
— (—)
Source
State registered
Total AUM
$95.0M
Discretionary AUM
$19.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.8M |
| High net worth individuals | 12 | $13.5M |
| Pension/profit sharing plans | 14 | $75.8M |
All web addresses on file
Official SEC filing: View on IAPD