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CROSS LAKE PARTNERS LP

NEW YORK, NY · CRD 297215 · IAPD ↗ · 212-599-6336

$1.18BRegulatory AUM
6Advisory reps
13Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — CROSS LAKE PARTNERS LP crossed $1B in regulatory AUM ($914.4M -> $1.06B).
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.