Pillsbury Lake Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328282
- Registered since
- May 21, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pillsbury Lake Capital, LLC is a privately owned hedge fund organized as an LLC and registered with the SEC in 2025. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its fee schedule combines a percentage of assets under management with performance-based fees. Pillsbury Lake also functions as sponsor, general partner and managing member of pooled vehicles it oversees. The adviser does not report ESG investing as an active focus and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1Aileen Kazmierowski
Chief Financial OfficerCRD 6177949
Contacts
1 of 1
Oleg Karmanov
FounderCRD 7811968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$14.2M in ETFs
59%
$8.4M
41%
$5.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF (AIQ) | GlobalX | Passive | Technology | $8.4M | 127,765 | 59.03% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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