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PLEASANT LAKE PARTNERS LLC
CRD 304281 · SEC 801-128498
100 CARR 115 UNIT 1900, RINCON, PR, 00677, United States
Phone
804-363-4458
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.06B
Discretionary AUM
$2.05B
Team
19 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $2.06B |
States served
PR
All web addresses on file
Official SEC filing: View on IAPD