# Lakemore Partners Management US LLC

> Lakemore Partners Management US LLC is an SEC-registered investment advisory firm in Difc, United Arab Emirates, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 311223
- Filed as: LAKEMORE PARTNERS MANAGEMENT US LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Difc, United Arab Emirates
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311223
- AdvisorCensus page: https://advisorcensus.com/firm/lakemore-partners-management-us-llc-difc-311223

## Quick answers

**How is Lakemore Partners Management US LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lakemore Partners Management US LLC reports these compensation arrangements: other.

**How much does Lakemore Partners Management US LLC charge?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lakemore Partners Management US LLC located?**
Lakemore Partners Management US LLC's principal office is in Difc, United Arab Emirates, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lakemore Partners Management US LLC registered with the SEC or a state?**
Lakemore Partners Management US LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311223.

**How much does Lakemore Partners Management US LLC manage?**
Lakemore Partners Management US LLC reports $416,577,130 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**How have Lakemore Partners Management US LLC's assets and staff changed since 2021?**
In the Form ADV data for Lakemore Partners Management US LLC: Regulatory assets under management: $235,086,000 in the October 2024 data and $416,577,130 in the October 2026 data, up 77%. Total employees: 2 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lakemore Partners Management US LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Lakemore Partners Management US LLC 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/311223

**What changed in Lakemore Partners Management US LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Management fees on Lakemore US-managed Funds are generally charged within the master-feeder structure based on aggregate capital contributions made by investors in the Funds for an annual management fee of up to 1.5%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $416,577,130
- Discretionary: $416,577,130
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $416,577,130 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Phoenix, AZ

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 2 | July 21, 2021 |
| October 2022 | Not reported | 1 | March 28, 2022 |
| October 2023 | Not reported | 2 | March 31, 2023 |
| October 2024 | $235,086,000 | 12 | June 4, 2024 |
| October 2025 | $250,000,000 | 10 | April 29, 2025 |
| October 2026 | $416,577,130 | 10 | April 29, 2026 |

Regulatory assets under management: $235,086,000 in the October 2024 data and $416,577,130 in the October 2026 data, up 77%.
Total employees: 2 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $250,000,000 to $416,577,130 (+67%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lakemore Partners Management US LLC (CRD 311223): Form ADV filing data as of October 2026.