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PLEASANT LAKE PARTNERS LLC

CRD 304281 · SEC 801-128498

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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

TypeClientsAUM
Pooled investment vehicles11$2.06B

States served

PR

All web addresses on file

Official SEC filing: View on IAPD