EMERALD LAKE CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2019
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$204M
Accounts
15
Employees
15
Advisory reps
2

Firm details

Headquarters
SANTA MONICA, California
CRD number
300395
Registered since
February 15, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Emerald Lake Capital Management, L.P. is a limited partnership that operates as a private equity fund manager and sponsor. Registered with the SEC in 2019, the firm provides portfolio management for pooled investment vehicles and serves institutional clients. Its reporting lists ownership by a domestic entity alongside an individual. The firm acts as sponsor, general partner and managing member for its pooled vehicles, and its compensation model includes percentage-of-assets, fixed fees and performance-based fees. Emerald Lake does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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
  • Madeleine Gray

    Chief Financial OfficerCRD 7892789

Contacts

1 of 1
  • DANIEL LUKAS

    Managing PartnerCRD 2526792

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

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
233 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth