SHADOW LAKE PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TAMPA, Florida
CRD number
325186
Registered since
February 14, 2023

Firm profile

FINTRX

Overview

Shadow Lake Partners, LLC is an SEC-registered limited liability company that acts primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm registered with the SEC in 2023 and is organized under individual ownership. Rather than operating as a traditional advisor with retail advisory accounts, its activities center on running private funds and serving in GP/sponsor roles for those vehicles. It is not identified as an active ESG investor, a multi-state adviser, or a pension consultant. The firm’s regulatory profile and stated activities point to a manager-focused operating model: structuring funds, serving as GP, and taking responsibility for fund governance and capital deployment rather than providing broad-based advisory services to retail clients.

Assets & Accounts

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
  • Benjamin Gaines

    Chief Technology OfficerCRD 7697831

Contacts

2 of 2
  • DUSTIN FARAONE

    PartnerCRD 4222769

  • Andrew Fenton

    Senior Managing DirectorCRD 4370009

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
301 Harbour Place Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth