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Lake Water Capital, LLC

CRD 327854SEC# 801-128886
Export (members)
No longer SEC-registered. Lake Water Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$40M
Employees
1
Accounts
167
Location

Lake Water Capital, LLC assets under management

Lake Water Capital, LLC operates as an SEC-registered investment adviser. It reports $40 million in regulatory assets under management and employs 1 people.

Lake Water Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Gerard Bennett ControlFounder And Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Lake Water Capital, LLC manage?

Lake Water Capital, LLC reports $40 million in regulatory assets under management on its Form ADV.

How many employees does Lake Water Capital, LLC have?

Lake Water Capital, LLC reports 1 employees.

Does Lake Water Capital, LLC disclose fund performance?

Lake Water Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$40MNo change
Jan '25 — $40MFeb '25 — $40MMar '25 — $40MApr '25 — $40MMay '25 — $40MJun '25 — $40MJul '25 — $40MAug '25 — $40MSep '25 — $40MOct '25 — $40MNov '25 — $40MDec '25 — $40MJan '26 — $40MFeb '26 — $40MMar '26 — $40MApr '26 — $40MMay '26 — $40MJun '26 — $40M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$40Mregulatory AUM
Discretionary $22.9MNon-discretionary $17.1M