1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PLEASANT LAKE PARTNERS LLC

Map pinRINCON, PR
Phone804-363-4458
NotebookSEC #801-128498
Total AUM
$2.1B
Employees
19
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CARR 115 UNIT 1900
RINCON
PR 00677
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
804-363-4458

ReceiptFinancials

Total AUM
$2.1B
Accounts
11
Discretionary
$2.1B
Accounts
10
Non-Discretionary
$5.1M
Accounts
1

ContactClients

View more in analytics →

Pooled Vehicle Clients
11
AUM
$2.1B

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account