Emerald Lake Capital Management, L.P
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Learn more about Emerald Lake Capital Management, L.P
Overview
Emerald Lake Capital Management, L.P is a financial advisory company based in Santa Monica, California. The company handles $1.1 billion in total assets across 10 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). It has a small team, including 7 financial advisors. Emerald Lake Capital Management, L.P does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as options, stocks and bonds.
Emerald Lake Capital Management, L.P administers all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices without needing the customer's approval. Emerald Lake Capital Management, L.P's typical account size is $114.7 million. The average financial advisor at Emerald Lake Capital Management, L.P oversees about one client account, making it one of the most personalized advisor firms in the country.
The firm's central office is at 233 Wilshire Blvd., Santa Monica, California 90401. The company is legally permitted to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Emerald Lake Capital Management, L.P by the Numbers
$1.1 billion
9
10
$114.7 million
Fee Structure
Financial management fees depend on the type of services provided. Fees billed by the company likely are comprised of some blend of the following fee structures: asset-based, fixed or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its 10 accounts, Emerald Lake Capital Management, L.P's biggest client is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Emerald Lake Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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