Lake Whillans Capital Partners LLC
Lake Whillans Capital Partners LLC is an SEC-registered asset manager in Plano, TX with $311.9M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Lake Whillans Capital Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287835, SEC 801-113087, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $311.9M (2026-03-27)
- Firm type
- Asset Manager
- Location
- Plano, TX
- Employees
- 5
- Clients
- 4
- CRD
- 287835
- Ownership
- Weinstein, Boaz, Aharon; Drucker, Lee, David; AMBORELLA LLC; PELOS, CONSTANTINE, ANDREW
How much AUM does Lake Whillans Capital Partners LLC have?
Lake Whillans Capital Partners LLC reported $311.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Lake Whillans Capital Partners LLC?
Disclosed owners and executives of Lake Whillans Capital Partners LLC include Weinstein, Boaz, Aharon, Drucker, Lee, David, AMBORELLA LLC, PELOS, CONSTANTINE, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.