LAKE PACIFIC PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$213M
Discretionary
$213M
100% of AUM
Avg account
$213M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
174253
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lake Pacific Partners is a limited liability company that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its vehicles, taking an active role in sourcing and running private market investments while also allocating to external managers. Its advisory mandate is portfolio management for pooled investment vehicles, and its fee mix includes percentage-of-AUM charges, fixed fees and performance-based fees designed to align manager and investor outcomes. The firm is not an active ESG investor and does not present as a multi-state advisor. It became SEC-registered in 2022 and is organized with an individual owner-type structure. Lake Pacific Partners’ client base is institutional, and its organizational focus is squarely on private equity strategies with supplemental exposure to hedge funds through third-party allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • WILLIAM VOSS

    Founder and Managing PartnerCRD 6430776

  • WAYNE CARPENTER

    Managing DirectorCRD 6432908

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4550 Travis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth