Lake Pacific Partners
Lake Pacific Partners is an SEC-registered asset manager in Dallas, TX with $213.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Lake Pacific Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174253, SEC 801-126258, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $213.2M (2026-03-27)
- Firm type
- Asset Manager
- Location
- Dallas, TX
- Employees
- 2
- Clients
- 1
- CRD
- 174253
- Ownership
- VOSS, WILLIAM, ROBERT; CARPENTER, WAYNE, LEE
How much AUM does Lake Pacific Partners have?
Lake Pacific Partners reported $213.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Lake Pacific Partners?
Disclosed owners and executives of Lake Pacific Partners include VOSS, WILLIAM, ROBERT, CARPENTER, WAYNE, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.