# Interlake Capital Management, LLC

> Interlake Capital Management, LLC is a state-registered investment advisory firm in Carmel, CA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 142577
- Filed as: INTERLAKE CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142577
- AdvisorCensus page: https://advisorcensus.com/firm/interlake-capital-management-llc-carmel-ca-142577

## Quick answers

**How is Interlake Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Interlake Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Interlake Capital Management, LLC located?**
Interlake Capital Management, LLC's principal office is in Carmel, CA, according to its Form ADV.

**Is Interlake Capital Management, LLC registered with the SEC or a state?**
Interlake Capital Management, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142577.

**How much does Interlake Capital Management, LLC manage?**
Interlake Capital Management, LLC reports $95,047,750 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (20% discretionary).

**What types of clients does Interlake Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (14); individuals (other than high net worth individuals) (13); high net worth individuals (12).

**Does Interlake Capital Management, 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/142577

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $95,047,750
- Discretionary: $19,250,000
- Non-discretionary: $75,797,750

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $5,775,000 |
| High net worth individuals | 12 | $13,475,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $75,797,750 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- interlakecapital.com
- LinkedIn @kevinprice

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interlake Capital Management, LLC (CRD 142577): Form ADV filing data as of October 2026.