Black Lake Investments LLC

RIASEC RegisteredEst. 2025

Total AUM

$1.2B

Discretionary

0% of AUM

Avg account

$1.2B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Wayzata, Minnesota
CRD number: 334605
Registered since: March 7, 2025
Website: blacklakeinvestments.com
Custodians: DTCC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Black Lake Investments LLC is a limited liability company operating as an institutional registered investment adviser. The firm appears on SEC records as registered in 2025 and is owned by a mix of a domestic entity and an individual. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutional clients rather than retail households. Fee arrangements include asset-based fees, fixed fees and performance-linked compensation. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser.