GREENLAKE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- SOUTH PASADENA, California
- CRD number
- 221528
- Registered since
- July 30, 2018
- Website
- greenlakefund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3DAVID PARK
Principal And Chief Compliance OfficerCRD 4740912
Amy Bertolini
Chief Financial OfficerCRD 7895006
Paul Diamond
Managing Director, Chief Operating OfficerCRD 6889142
Contacts
1 of 1PETER CHANG
Managing Principal, Portfolio ManagerCRD 2938807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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