AdvisorCensus / Financial advisors / Texas / Dallas / Lake Pacific Partners
Lake Pacific Partners
Filed as LAKE PACIFIC PARTNERS · Legal name Lake Pacific Management Company, LLC
Lake Pacific Partners is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Lake Pacific Partners compensated?
On its Form ADV (Item 5.E, October 2026), Lake Pacific Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
What does Lake Pacific Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Lake Pacific Partners located?
Lake Pacific Partners' principal office is in Dallas, TX, according to its Form ADV.
Is Lake Pacific Partners registered with the SEC or a state?
Lake Pacific Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 174253.
How much does Lake Pacific Partners manage?
Lake Pacific Partners reports $213,244,049 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Lake Pacific Partners' assets and staff changed since 2021?
In the Form ADV data for Lake Pacific Partners: Regulatory assets under management: $169,455,568 in the October 2022 data and $213,244,049 in the October 2026 data, up 26%. Total employees: 3 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lake Pacific Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does Lake Pacific Partners report any disciplinary disclosures?
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/174253
What changed in Lake Pacific Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $190,446,679 to $213,244,049 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 2% of assets a year
The brochure's wording
Generally, the Adviser charges an annual Management Fee payable quarterly in advance equal to 2% of aggregate commitments of a Fund.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$213,244,049 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Lake Pacific Management Company, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $213,244,049 | 2 | March 27, 2026 |
| October 2025 | $190,446,679 | 2 | March 26, 2025 |
| October 2024 | $185,736,923 | 3 | March 27, 2024 |
| October 2023 | $186,880,694 | 3 | March 31, 2023 |
| October 2022 | $169,455,568 | 3 | June 29, 2022 |
| October 2021 | Not reported | Not reported | March 30, 2021 |
Regulatory assets under management: $169,455,568 in the October 2022 data and $213,244,049 in the October 2026 data, up 26%.
Total employees: 3 in October 2022 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $190,446,679 to $213,244,049 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lake Pacific Partners (CRD 174253): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lake-pacific-partners-dallas-tx-174253