INTERLAKE CAPITAL MANAGEMENT, LLC

Overview

Interlake Capital Management, LLC is an independent registered investment adviser that manages portfolios primarily for individuals, families and a limited set of institutional clients. The firm charges fees as a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. Its stated investment posture favors public funds—mutual funds serve as the primary building blocks for client portfolios—while alternatives exposure is focused on real estate through third‑party fund managers. Interlake is not identified as an active ESG investor and operates under an individual ownership structure. Investment activity shows a tilt toward managed, pooled vehicles rather than heavy direct-stock trading: the bulk of assets are held in public funds, and the firm’s mix of discretionary and non‑discretionary assets indicates a material portion of client relationships are managed with client direction or account restrictions. The fee model and average client sizes imply the firm serves high‑net‑worth households who prefer outsourced portfolio construction built from mutual funds and external real‑estate partnerships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices