LAKE WHILLANS CAPITAL PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$311,888,413
Discretionary
$311,888,413
Non-discretionary
$0
Firm details
- CRD number
- 287835
- SEC file number
- 801-113087
- Main office
- PLANO, TX, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://LAKEWHILLANS.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.