PLEASANT LAKE PARTNERS LLC

RIASEC RegisteredEst. 2023
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$187M
Accounts
11
Employees
19
Advisory reps
2

Firm details

Headquarters
RINCON, PR
CRD number
304281
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pleasant Lake Partners LLC is a pooled-vehicle manager focused on hedge fund and private equity strategies for institutional clients. The firm operates as a CPO/CTA and serves as sponsor, general partner or managing member of its pooled vehicles, which aligns its business model around both running and advising funds rather than providing one-to-one advisor services. Its fee structure combines a percentage-of-assets layer with performance-based fees, which is consistent with a manager that runs actively managed, performance-oriented funds. Since its SEC registration in 2023, Pleasant Lake Partners has positioned itself as a multi-strategy fund manager. The firm is not an active ESG investor and is not organized as a multi-state adviser. Ownership is indicated as a domestic entity or individual, and the firm identifies primarily as a hedge fund/private equity manager rather than a traditional registered investment adviser that focuses on retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • JONATHAN LENNON

    Founder and CIOCRD 5025102

  • BENJAMIN CABLE

    COO & CCOCRD 4244335

Wealth teams

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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

RINCON, PR

Location

RINCON, PR

Headquartered in RINCON, PR.

Address
100 Carr 115
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth