Northern Lakes Capital, L.P.

RIASEC Registered
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 private equity limited partnership that registered with the SEC in 2021 and serves institutional clients. The firm functions principally as an adviser and sponsor for pooled investment vehicles, acting in roles that include general partner and managing member for those vehicles. Ownership is reported as a domestic entity and individual, and the firm does not present itself as a capital allocator to external balance sheets. Its compensation structure blends percentage-of-assets fees with performance-based fees, consistent with running closed-end or pooled funds. Northern Lakes reports it is not an active ESG investor, is not organized as a multistate adviser, and does not operate as a pension consultant or related adviser to other entities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

    Kelly Horner

    CFO & CCOCRD 6014224

Contacts

3 of 4
  • Charles Lannin

    Charles Lannin

    PartnerCRD 1747515

  • Kasey Sime

    Kasey Sime

    PartnerCRD 5953157

  • Dean Wikenheiser

    Dean Wikenheiser

    Managing DirectorCRD 7719554

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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