BLACK LAKE INVESTMENTS LLC

RIASEC RegisteredEst. 2025

Total AUM

$1.2B

Discretionary

0% of AUM

Avg account

$1.2B

Accounts

Employees

Advisory reps

Firm details

Headquarters: WAYZATA, Minnesota
CRD number: 334605
Registered since: March 7, 2025
Custodians: DTCC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Black Lake Investments LLC is a limited liability company that provides portfolio management services for pooled investment vehicles and for businesses or institutional clients. The firm reports itself as non-discretionary across $1.19B of assets and lists a fee mix that includes AUM-based fees, fixed fees, and performance-based fees. It is not identified as an active ESG investor, multi-state adviser, pension consultant, capital allocator, or related adviser. The firm’s ownership is recorded as a domestic entity and individual combination, and its SEC registration year is listed as 2025.