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GREENLAKE ASSET MANAGEMENT LLC

SOUTH PASADENA, CA · CRD 221528 · IAPD ↗ · 626-529-1080

$1.08BRegulatory AUM
9Advisory reps
20Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — GREENLAKE ASSET MANAGEMENT LLC crossed $1B in regulatory AUM ($980.4M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
30
April 2025 — GREENLAKE ASSET MANAGEMENT LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2024 — GREENLAKE ASSET MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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