# Golden Lake LLC

> Golden Lake LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 28, 2023.

- CRD: 313819
- Filed as: GOLDEN LAKE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: April 28, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313819
- AdvisorCensus page: https://advisorcensus.com/firm/golden-lake-llc-313819

## Quick answers

**How is Golden Lake LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Golden Lake LLC reports these compensation arrangements: a percentage of assets under its management; commissions; performance-based fees.

**Is Golden Lake LLC registered with the SEC or a state?**
Golden Lake LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313819.

**How much does Golden Lake LLC manage?**
Golden Lake LLC reports $4,250,000 in regulatory assets under management in its Form ADV filing dated April 28, 2023 (100% discretionary).

**What types of clients does Golden Lake LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (2).

**Does Golden Lake LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313819

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,250,000
- Discretionary: $4,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $750,000 |
| High net worth individuals | 4 | $3,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Golden Lake LLC (CRD 313819): Form ADV filing data as of October 2026.