Pillsbury Lake Capital, LLC

RIASEC RegisteredEst. 2025
Total AUM
$335M
Discretionary
$335M
100% of AUM
Avg account
$83.7M
Accounts
4
Employees
4
Advisory reps
2

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

FINTRX

Overview

Pillsbury Lake Capital, LLC is an LLC-structured investment manager that operates as a hedge fund focused on institutional clients. The firm is SEC-registered (registration noted in 2025) and charges a mix of asset-based fees and performance-based fees. Its stated advisory activity centers on portfolio management for pooled investment vehicles, and it acts in sponsor/GP/managing-member roles for pooled vehicles it operates. The firm is not positioned as a broad capital allocator; its profile indicates it does use external hedge fund managers but does not present itself as a multi-state or pension consultant. Pillsbury Lake does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Aileen Kazmierowski

    Chief Financial OfficerCRD 6177949

Contacts

1 of 1
  • Oleg Karmanov

    Oleg Karmanov

    FounderCRD 7811968

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$7.3M in ETFs

Passive

42%

$3M

Active

59%

$4.3M

ETFProviderStyleCategoryValueShares% of portfolio
HORIZON KINETICS INFLATION BENEFICIARIES ETF (INFL)Horizon KineticsActiveGlobal Small/Mid Stock$4.3M129,97558.47%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth