NORTHERN LAKES CAPITAL, L.P.

RIASEC RegisteredEst. 2021
Total AUM
$575M
Discretionary
$575M
100% of AUM
Avg account
$82.2M
Accounts
7
Employees
11
Advisory reps
5

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
315975
Registered since
August 16, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northern Lakes Capital, L.P. is a limited partnership operating as a private equity fund manager and sponsor. Registered with the SEC in 2021, the firm focuses on running pooled investment vehicles and acts as a general partner and managing member for those vehicles. Its client base is institutional, and its advisory activity is concentrated on portfolio management for private funds rather than retail client services. Fee arrangements combine a percentage of assets under management with performance-based fees, aligning compensation with fund outcomes. The firm does not identify as an active ESG investor and is not structured as a capital allocator; instead it manages and sponsors its own private funds while also engaging with third-party alternative managers. Northern Lakes Capital’s product lineup centers on private equity, with complementary allocations to hedge funds and private credit to round out risk/return and liquidity profiles.

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

Owners & executives

1 of 1
  • KELLY HORNER

    CFO & CCOCRD 6014224

Contacts

3 of 4
  • CHARLES LANNIN

    PartnerCRD 1747515

  • DEAN WIKENHEISER

    Managing DirectorCRD 7719554

  • JOEL GREBENICK

    PartnerCRD 5330769

Unlock 1 more contacts

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

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
150 S 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth