Falists
← Back to search

PACIFIC LAKE PARTNERS, L.L.C.

CRD 160377 · SEC 801-110327

Visit website

800 BOYLSTON STREET, SUITE 2220, BOSTON, MA, 02199, United States

Phone

617-658-3024

Fax

617-830-0024

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.18B

Discretionary AUM

$2.18B

Team

27 total employees; 22 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-08

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles12$2.18B

States served

CA, MA

All web addresses on file

Official SEC filing: View on IAPD