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Building 2LAKE PACIFIC PARTNERS

Map pinDALLAS, TX
Phone(312) 578-1110
NotebookSEC #801-126258
Total AUM
$213.2M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4550 TRAVIS STREET
SUITE 520
DALLAS
TX 75205
United States
Operating Hours
9 A.M. TO 5 P. M.
Monday - Friday
Phone
(312) 578-1110

ReceiptFinancials

Total AUM
$213.2M
Accounts
1
Discretionary
$213.2M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$213.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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