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PACIFIC LAKE PARTNERS, L.L.C.

BOSTON, MA · CRD 160377 · IAPD ↗ · pacificlake.com · 617-658-3024

$2.18BRegulatory AUM
22Advisory reps
27Employees
0Clients
n/aPlanning clients
12Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — PACIFIC LAKE PARTNERS, LLC is now doing business as PACIFIC LAKE PARTNERS, L.L.C..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2026 — PACIFIC LAKE PARTNERS, L.L.C. grew from 14 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — PACIFIC LAKE PARTNERS, LLC reported RAUM up 35% ($1.59B -> $2.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.