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LAKE HILL CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 166526 · IAPD ↗ · 212-792-6671

$1.58BRegulatory AUM
2Advisory reps
8Employees
2Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2024 — LAKE HILL CAPITAL MANAGEMENT, LLC now reports custody of client assets ($25.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
March 2024 — LAKE HILL CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($881.9M -> $1.38B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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