TOWN LAKE CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$59.8M
Discretionary
$59.8M
100% of AUM
Avg account
$866K
Accounts
69
Employees
2
Advisory reps
2

Firm details

Headquarters
LAKEWAY, Texas
CRD number
173919
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 54%, Exchange Traded Equities 37%, Public Funds/Mutual Funds 5%, US Government Bonds 2%, Non-Investment Grade Corp Bonds 2%54%
  • Cash & Cash Equivalents54%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds5%
  • US Government Bonds2%
  • Non-Investment Grade Corp Bonds2%

Contacts

2 of 2
  • CLAYTON RIPLEY

    ManagerCRD 5672455

  • Nicholas Duggan

    Investment Adviser RepresentativeCRD 7489542

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth