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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 5
Registration SEC, Approved, 07/28/2023
Other registrations (2)
Former registrations

PLEASANT LAKE PARTNERS LLC

AUM* 1,268,751,079
of that, discretionary 1,268,751,079
Private Fund GAV* 1,257,170,358 64.74%
Avg Account Size 253,750,216
SMA’s No
Private Funds 3
Contact Info 804 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$1,257,170,358

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Brochure Summary