Data / Investment advisers / Texas / Lake Whillans Capital Partners LLC
Lake Whillans Capital Partners LLC, Plano, TX: $312 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lake Whillans Capital Partners LLC is an SEC registered investment adviser with its main office in Plano, Texas and reports $312 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Lake Whillans Capital Partners LLC (CRD number 287835): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 287835
- SEC file number
- 801-113087
- SEC status
- Approved, effective April 30, 2018
- Main office
- 5801 Headquarters Drive Suite 800, Plano, TX 75024
- Phone
- (646) 389-1032
- Website
- lakewhillans.com
- Regulatory AUM
- $311,888,413 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $311,888,413
- Accounts
- 4
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $311,888,413
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $311.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $311.9 million | March 27, 2026 |
| December 1, 2025 | $246.1 million | August 14, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TFR Capital | Plano | $403.1 million | Not listed | adviserinfo.sec.gov |
| CMG Wealth Management | Plano | $379.4 million | Not listed | adviserinfo.sec.gov |
| Legacy Consulting Group | Plano | $378.6 million | Not listed | adviserinfo.sec.gov |
| Lifeway Financial Corporation | Plano | $358.7 million | Not listed | adviserinfo.sec.gov |
| Crescent Advisor Group, Inc. | Plano | $344.4 million | Not listed | adviserinfo.sec.gov |
| NFWM | Plano | $311.9 million | Not listed | adviserinfo.sec.gov |
| Schlegel Dunn LLC | Plano | $279.1 million | Not listed | adviserinfo.sec.gov |
| SK Advisor Network, LLC | Plano | $271.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Lake Whillans Capital Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.