LAKE PACIFIC PARTNERS
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 174253
- Registered since
- July 29, 2022
- Website
- lakepacific.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lake Pacific Partners is a limited liability company that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its vehicles, taking an active role in sourcing and running private market investments while also allocating to external managers. Its advisory mandate is portfolio management for pooled investment vehicles, and its fee mix includes percentage-of-AUM charges, fixed fees and performance-based fees designed to align manager and investor outcomes. The firm is not an active ESG investor and does not present as a multi-state advisor. It became SEC-registered in 2022 and is organized with an individual owner-type structure. Lake Pacific Partners’ client base is institutional, and its organizational focus is squarely on private equity strategies with supplemental exposure to hedge funds through third-party allocations.
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
Contacts
2 of 2WILLIAM VOSS
Founder and Managing PartnerCRD 6430776
WAYNE CARPENTER
Managing DirectorCRD 6432908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 4550 Travis St
- Time zone
- CT (UTC-6)
- Office locations
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