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LAKE WHILLANS CAPITAL PARTNERS LLC
CRD 287835 · SEC 801-113087
5801 HEADQUARTERS DRIVE, SUITE 800, PLANO, TX, 75024, United States
Phone
(646) 389-1032
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$311.9M
Discretionary AUM
$311.9M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $311.9M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD