Data / Investment advisers / Massachusetts / Pacific Lake Partners, L.L.C.
Pacific Lake Partners, L.L.C., Boston, MA: $2.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pacific Lake Partners, L.L.C. is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $2.2 billion in regulatory assets under management in its Form ADV filed May 8, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 12 private funds.
The request: Watch Pacific Lake Partners, L.L.C. (CRD number 160377): 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
- 160377
- SEC file number
- 801-110327
- SEC status
- Approved, effective April 6, 2017
- Main office
- 800 Boylston Street Suite 2220, Boston, MA 02199
- Phone
- (617) 658-3024
- Website
- pacificlake.com
- Regulatory AUM
- $2,179,904,230 in the Form ADV filed May 8, 2026
- Discretionary AUM
- $2,179,904,230
- Accounts
- 12
- Employees
- 27, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 12: 12 private equity funds
- Gross assets of private funds
- $2,179,904,230
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 8, 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 | 12 | $2.18 billion |
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 |
|---|---|---|
| June 1, 2026 | $2.18 billion | May 8, 2026 |
| April 1, 2026 | $2.30 billion | March 31, 2026 |
| December 1, 2025 | $2.14 billion | June 9, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | Not listed | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1 | adviserinfo.sec.gov |
| Yellow Wood Partners | Boston | $2.38 billion | 10 | adviserinfo.sec.gov |
| Anchor Capital Advisors LLC | Boston | $2.37 billion | Not listed | adviserinfo.sec.gov |
| John Hancock Personal Financial Services, LLC | Boston | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Westview Capital Management LLC | Boston | $2.12 billion | 3 | adviserinfo.sec.gov |
| New England Retirement Consultants, LLC | Boston | $2.11 billion | Not listed | adviserinfo.sec.gov |
| D/B/A the Davis Companies or Davis | Boston | $2.05 billion | 21 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Pacific Lake Partners, L.L.C. 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.