# Lake Pacific Partners

> 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.

- CRD: 174253
- Filed as: LAKE PACIFIC PARTNERS
- Legal name: Lake Pacific Management Company, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174253
- AdvisorCensus page: https://advisorcensus.com/firm/lake-pacific-partners-dallas-tx-174253

## Quick answers

**How 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.

**How much does Lake Pacific Partners charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 2% of assets a year

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $213,244,049
- Discretionary: $213,244,049
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $213,244,049 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lakepacific.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 30, 2021 |
| October 2022 | $169,455,568 | 3 | June 29, 2022 |
| October 2023 | $186,880,694 | 3 | March 31, 2023 |
| October 2024 | $185,736,923 | 3 | March 27, 2024 |
| October 2025 | $190,446,679 | 2 | March 26, 2025 |
| October 2026 | $213,244,049 | 2 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $190,446,679 to $213,244,049 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lake Pacific Partners (CRD 174253): Form ADV filing data as of October 2026.