GREENLAKE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$359M
Accounts
3
Employees
20
Advisory reps
4

Firm details

Headquarters
SOUTH PASADENA, California
CRD number
221528
Registered since
July 30, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenlake Asset Management LLC is a boutique manager that runs pooled investment vehicles with a stated focus on real estate. The firm is SEC-registered and operates primarily for institutional clients, positioning itself as a manager of commingled real estate strategies rather than as a broad retail advisor. Its business model combines traditional asset-based fees with performance-based fees, signaling an alignment of interest with investors in its funds. Investment activity centers on managing real estate pooled vehicles and allocating to external alternative managers when appropriate. The firm does not identify as an active ESG investor. Its classification as a real estate fund manager and its advisory activity—portfolio management for pooled investment vehicles—suggest a hands-on approach to asset-level or portfolio-level real estate decisions, while also using third-party managers for complementary alternative exposures.

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

3 of 3
  • DAVID PARK

    Principal And Chief Compliance OfficerCRD 4740912

  • Amy Bertolini

    Chief Financial OfficerCRD 7895006

  • Paul Diamond

    Managing Director, Chief Operating OfficerCRD 6889142

Contacts

1 of 1
  • PETER CHANG

    Managing Principal, Portfolio ManagerCRD 2938807

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

SOUTH PASADENA, CA

LOS ANGELES

Location

SOUTH PASADENA, CA

Headquartered in SOUTH PASADENA, 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
1416 El Centro St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth