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Building 2LAKE WHILLANS CAPITAL PARTNERS LLC

Map pinPLANO, TX
Phone(646) 389-1032
NotebookSEC #801-113087
Total AUM
$311.9M
Employees
5
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5801 HEADQUARTERS DRIVE
SUITE 800
PLANO
TX 75024
United States
Operating Hours
9-5
Monday - Friday
Phone
(646) 389-1032

ReceiptFinancials

Total AUM
$311.9M
Accounts
4
Discretionary
$311.9M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$311.9M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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