Lake Whillans Capital Partners LLC
● SEC registered since 2018CRD 287835SEC# 801-113087Plano, TX
Ranks #4,529 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$311.9M
Fund GAV
$311.9M
Private funds
4
Employees
5
Accounts
4
Location
Plano, TX
Lake Whillans Capital Partners LLC assets under management
Lake Whillans Capital Partners LLC is a registered investment adviser overseen by the SEC based in Plano, TX. The firm has been registered since 2018. It reports $311.9 million in regulatory assets under management and employs 5 people. Lake Whillans Capital Partners LLC manages 4 private funds with combined gross assets of $311.9 million, including Lake Whillans Fund I LP. By regulatory assets, it ranks 4,529 of 6,004 private fund managers.
Lake Whillans Capital Partners LLC private funds
4 funds · $311.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lake Whillans Fund I LP | Private Equity | $110.8M | $5M |
| Lake Whillans Fund II LP | Private Equity | $105M | $5M |
| Lake Whlllans Fund III LP | Private Equity | $95.9M | $5M |
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Join to unlock · $37/moLake Whillans Capital Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amborella LLC Control | Managing Member | Over 75% | 2020 |
| Constantine Andrew Pelos Control | Chief Compliance Officer | Under 5% | 2022 |
| Boaz Aharon Weinstein Control | Managing Member | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Lake Whillans Capital Partners LLC manage?
Lake Whillans Capital Partners LLC reports $311.9 million in regulatory assets under management on its Form ADV.
How many private funds does Lake Whillans Capital Partners LLC manage?
Lake Whillans Capital Partners LLC manages 4 private funds with combined gross assets of $311.9 million.
How many employees does Lake Whillans Capital Partners LLC have?
Lake Whillans Capital Partners LLC reports 5 employees.
Where is Lake Whillans Capital Partners LLC located?
Lake Whillans Capital Partners LLC is based in Plano, TX and has been SEC-registered since 2018.
Does Lake Whillans Capital Partners LLC disclose fund performance?
Lake Whillans Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5801 Headquarters Drive, Suite 800, Plano, TX 75024 |
| Phone | (646) 389-1032 |
| Office hours | 9-5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$311.9M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$311.9Mregulatory AUM
Discretionary $311.9M