Golden Lake LLC

Overview

Golden Lake LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. Its client focus is individual and family households, and its advisory work centers on portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees, transaction-based commissions, and has the capacity to earn performance-based fees. Golden Lake does not identify as an active ESG investor and is not listed as a multi-state advisor or a pension consultant. It does not appear to act as a capital allocator to external private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives