Black Lake Capital Corp.
Firm details
- Headquarters
- ,
- CRD number
- 147399
- Website
- blacklakecapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.74%
- Individuals23.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Black Lake Capital Corp. is a small, equity-focused advisory firm that acts as a capital allocator for individual and family clients and select business accounts. The firm’s activity centers on portfolio management and the selection of third-party advisers; it provides advisory services for individuals/small businesses and for businesses or institutions. Fee arrangements include a percentage-of-AUM component and fixed fees. Black Lake does not describe itself as an active ESG investor and its practice appears centered on liquid, exchange-traded equity exposure with ancillary allocations through mutual funds and third‑party alternative managers. The firm’s mandate skews toward non-discretionary relationships, positioning Black Lake as an adviser that primarily recommends and oversees allocations rather than taking full discretionary trading authority for clients. That stance, combined with its role in selecting external managers, suggests it blends direct equity exposure with outsourced specialist solutions where clients require access to real‑asset or manager-driven strategies.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Talbert Cooper
President and Chief Compliance OfficerCRD 4542963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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