{
  "crd_number": 174311,
  "slug": "center-lake-capital-management-llc-west-palm-beach-fl-174311",
  "primary_business_name": "CENTER LAKE CAPITAL MANAGEMENT, LLC",
  "legal_name": "CENTER LAKE CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-05",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-01",
  "carried_forward": false,
  "raum_total": 77933741.0,
  "raum_discretionary": 77933741.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 39133055.0,
      "count": 1,
      "description": "SEPARATELY MANAGED ACCOUNT",
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 38800686.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://centerlakecapital.com",
    "https://linkedin.com/company/center-lake-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174311",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/center-lake-capital-management-llc-west-palm-beach-fl-174311",
  "display_name": "Center Lake Capital Management, LLC",
  "summary": "Center Lake Capital Management, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.",
  "citation": "AdvisorCensus. Center Lake Capital Management, LLC (CRD 174311): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Center Lake Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Center Lake Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Center Lake Capital Management, LLC located?",
      "a": "Center Lake Capital Management, LLC's principal office is in West Palm Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Center Lake Capital Management, LLC registered with the SEC or a state?",
      "a": "Center Lake Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 174311."
    },
    {
      "q": "How much does Center Lake Capital Management, LLC manage?",
      "a": "Center Lake Capital Management, LLC reports $77,933,741 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Center Lake Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Center Lake Capital Management, LLC: Regulatory assets under management: $689,140,174 in the October 2021 data and $77,933,741 in the October 2026 data, down 89%. Total employees: 5 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Center Lake Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); other (1)."
    },
    {
      "q": "Which custodians does Center Lake Capital Management, LLC use?",
      "a": "Center Lake Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Center Lake Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174311"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 689140174.0,
      "total_employees": 5,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 672508923.0,
      "total_employees": 3,
      "filing_date": "2022-06-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 115686207.0,
      "total_employees": 2,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 71285777.0,
      "total_employees": 1,
      "filing_date": "2025-04-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 77933741.0,
      "total_employees": 1,
      "filing_date": "2026-05-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citigroup Global Markets Inc.",
      "name_as_filed": "CITIGROUP GLOBAL MARKETS INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/center-lake-capital-management-llc-west-palm-beach-fl-174311.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 38800686.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 39133055.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174311",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}