LAKE PACIFIC PARTNERS

LAKE PACIFIC MANAGEMENT COMPANY, LLC

CRD 174253 · SEC 801-126258

4550 TRAVIS STREET, SUITE 520, DALLAS, TX, 75205, United States

Phone

(312) 578-1110

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$213.2M

Discretionary AUM

$213.2M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	1	$213.2M

Official SEC filing: View on IAPD