TOWN LAKE CAPITAL MANAGEMENT
Firm details
- Headquarters
- LAKEWAY, Texas
- CRD number
- 173919
- Website
- townlakecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.39%
- Corporations / Businesses9.69%
- Charitable Organizations5.76%
- Individuals4.16%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Town Lake Capital Management LLC is a compact advisory firm that focuses on fee-based portfolio management for individuals, families and small business clients, and provides pension consulting services to select institutional or plan clients. The firm runs on a percentage-of-AUM fee model and positions itself to combine liquid public market exposure with deliberate commitments to private-market opportunities. Its filings show a substantial cash allocation, which the firm appears to use both as a defensive liquidity buffer and as dry powder for private placements and real asset transactions. The firm also acts as a sponsor, general partner and managing member of pooled investment vehicles. That role suggests active involvement in sourcing, structuring and operating alternative investments rather than simply allocating to third-party funds. Town Lake does not identify as an active ESG investor on its filings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents54%
- Exchange Traded Equities37%
- Public Funds/Mutual Funds5%
- US Government Bonds2%
- Non-Investment Grade Corp Bonds2%
Contacts
2 of 2CLAYTON RIPLEY
ManagerCRD 5672455
Nicholas Duggan
Investment Adviser RepresentativeCRD 7489542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEWAY, TX
TRAVIS
Location
LAKEWAY, TX
Headquartered in LAKEWAY, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 3503 Wild Cherry Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
HAMILTON FINANCIAL PLANNING LLC
RIALAKEWAY, TX
RINCON WEALTH MANAGEMENT
RIALAKEWAY, TX
TEXAS ASSET MANAGEMENT
RIALAKEWAY, TX
EMERGING OAKS CAPITAL LLC
RIALAKEWAY, TX
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
RIALAKEWAY, TX
COYLE CAPITAL, LLC
RIALAKEWAY, TX