Lake Whillans Capital Partners manages investments for private investment funds. These funds are offered to investors through private placements and focus on legal-related assets. Lake Whillans manages the funds' day-to-day activities and investment portfolios, ensuring they adhere to their investment objectives and guidelines. The funds are not tailored to individual investor needs.
Assets Under Management$250M
Clients4
AdvisorsN/A
Avg. per Client$62M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Lake Whillans manages investments for private funds, and investors in those funds pay fees as described in the fund's documents. These fees may include an annual asset-based management fee, one-time transaction fees, and/or performance-based compensation. These fees are generally not negotiable.
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