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Lake Whillans Capital Partners LLC

● SEC registered since 2018CRD 287835SEC# 801-113087Plano, TX
Export (members)
Ranks #4,532 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$246.1M
Fund GAV
$246.1M
Private funds
4
Employees
5
Accounts
4
Location
Plano, TX

Lake Whillans Capital Partners LLC assets under management

Lake Whillans Capital Partners LLC is a registered investment adviser overseen by the SEC based in Plano, TX. The firm has been registered since 2018. It reports $246.1 million in regulatory assets under management and employs 5 people. Lake Whillans Capital Partners LLC manages 4 private funds with combined gross assets of $246.1 million, including Lake Whillans Fund II LP. By regulatory assets, it ranks 4,532 of 5,911 private fund managers.

Lake Whillans Capital Partners LLC private funds

4 funds · $246.1M GAV
FundTypeGross assetsMin.
Lake Whillans Fund II LPPrivate Equity$99.7M$5M
Lake Whillans Fund I LPPrivate Equity$94.5M$5M
Lake Whlllans Fund III LPPrivate Equity$50.5M$5M
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Lake Whillans Capital Partners LLC owners & executives

4 reported
NameTitleOwnershipSince
Amborella LLC ControlManaging MemberOver 75%2020
Constantine Andrew Pelos ControlChief Compliance OfficerUnder 5%2022
Boaz Aharon Weinstein ControlManaging Member25-50%2020
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Frequently asked questions

How much does Lake Whillans Capital Partners LLC manage?

Lake Whillans Capital Partners LLC reports $246.1 million in regulatory assets under management on its Form ADV.

How many private funds does Lake Whillans Capital Partners LLC manage?

Lake Whillans Capital Partners LLC manages 4 private funds with combined gross assets of $246.1 million.

How many employees does Lake Whillans Capital Partners LLC have?

Lake Whillans Capital Partners LLC reports 5 employees.

Where is Lake Whillans Capital Partners LLC located?

Lake Whillans Capital Partners LLC is based in Plano, TX and has been SEC-registered since 2018.

Does Lake Whillans Capital Partners LLC disclose fund performance?

Lake Whillans Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5801 Headquarters Drive, Suite 800, Plano, TX 75024
Phone(646) 389-1032
Office hours5-Sep
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$246.1M
Non-discretionary$0
Total (RAUM)$246.1M

Service providers