CENTER LAKE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$77.9M
Discretionary
$77.9M
100% of AUM
Avg account
$26M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
174311
Registered since
May 5, 2025
Custodians
CITIGROUP GLOBAL MARKETS INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other50.21%
  • Pooled Investment Vehicles49.79%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Center Lake Capital Management, LLC is organized as an LLC and operates as a hedge fund manager serving institutional clients. The firm is registered with the SEC (registration listed for 2025) and is owned by an individual. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. Center Lake reports it is not an active ESG investor and is not a multi-state adviser; it does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • ADAM PARKER

    Managing PartnerCRD 5123051

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$6.1M in ETFs

Passive

100%

$6.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANECK SEMICONDUCTOR ETF (SMH)VanEckPassiveTechnology$6.1M25,000100.00%

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
120 S Olive Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth