PLEASANT LAKE PARTNERS LLC

PLEASANT LAKE PARTNERS LLC of RINCON, PR is an SEC-registered investment adviser (CRD 304281). Regulatory assets under management: $2.1B.

Registration

• CRD: 304281
• SEC file number: 801-128498
• Type: Registered investment adviser
• Location: 100 CARR 115 UNIT 1900, RINCON, PR, 00677
• Phone: 804-363-4458
• Latest filing: 2026-08-28
• Regulatory AUM: $2.1B
• Discretionary AUM: $2.1B
• Non-discretionary AUM: $5.1M
• Clients: 19
• Accounts: 11

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search