LAKE WHILLANS CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2018

Total AUM

$312M

Discretionary

$312M

100% of AUM

Avg account

$78M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 287835
Registered since: April 30, 2018
Website: lakewhillans.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lake Whillans Capital Partners LLC is a private-equity focused adviser structured as a limited liability company and registered with the SEC in 2018. The firm advises pooled investment vehicles and manages portfolios for businesses and institutional clients, concentrating its activity in closed-end private equity vehicles rather than traditional long-only public market strategies. Its fee model combines a percentage-of-assets component with performance-based fees, aligning compensation with realized investment outcomes. The adviser’s client base is institutional and the organization operates with a domestic ownership structure. Lake Whillans does not identify as an ESG-focused manager, and it does not present itself as a multi-state or newly formed adviser. Its mandate is discretionary across the assets it manages, allowing the team to execute private-market investments and portfolio-level decisions on behalf of its limited partners.