LOON LAKE CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2026
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$112M
Accounts
3
Employees
6
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
339830
Registered since
January 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Loon Lake Capital Management LP is a limited partnership that operates as a hedge fund manager and pooled-vehicle sponsor. The firm serves institutional clients and is registered with the SEC (registration year listed as 2026). Its regulatory and operating posture is focused on commodity pool/CTA-style activities and portfolio management for pooled investment vehicles; it also acts as sponsor, general partner, and managing member of its funds. The firm charges both a percentage-of-assets management fee and performance-based fees and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

2 of 2
  • ADAM MIKKELSON

    CRD 6988609

  • SEAN GEORGE

    Financial AdvisorCRD 5915535

Wealth teams

FINTRX

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
425 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth