Lake Whillans Capital Partners LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 287835
- Registered since
- April 30, 2018
- Website
- www.lakewhillans.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lake Whillans Capital Partners LLC is a privately organized investment manager operating as a limited liability company and registered with the SEC in 2018. It is structured and marketed as a private equity manager that advises pooled investment vehicles and provides portfolio management services to institutions and businesses. The firm targets institutional investors and employs a fee model that combines a percentage-of-assets charge with performance-based fees. It does not position itself as an ESG-focused investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Constantine Pelos
Managing DirectorCRD 1074631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5801 Headquarters Dr
- Time zone
- CT (UTC-6)
- Office locations
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