Pleasant Lake Partners LLC

RIASEC Registered
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$187M
Accounts
11
Employees
19
Advisory reps
2

Firm details

Headquarters
Rincon, PR
CRD number
304281
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pleasant Lake Partners LLC is an SEC-registered limited liability company that operates as a hybrid manager combining hedge fund and private equity activities. Registered in 2023, the firm focuses on institutional clients and conducts portfolio management for pooled investment vehicles. It is also registered to act as a commodity pool operator / commodity trading adviser (CPO/CTA) and serves as sponsor, general partner, or managing member for pooled vehicles it runs. The ownership structure is a mix of a domestic entity and individuals. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Pleasant Lake Partners does not identify as an active ESG investor and is not structured as a multi-state adviser or a pension consultant.

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

2 of 2
  • Jonathan Lennon

    Jonathan Lennon

    Founder and CIOCRD 5025102

  • Benjamin Cable

    COO & CCOCRD 4244335

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

Rincon, PR

Location

Rincon, PR

Headquartered in Rincon, PR.

Address
100 Carr 115
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth