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PLEASANT LAKE PARTNERS LLC

RINCON, PR · CRD 304281 · IAPD ↗ · plpfunds.com · 804-363-4458

$2.06BRegulatory AUM
14Advisory reps
19Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

15
April 2026 — PLEASANT LAKE PARTNERS LLC changed its website from plpinvestors.com to plpfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2026 — PLEASANT LAKE PARTNERS LLC reported RAUM up 27% ($1.61B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — PLEASANT LAKE PARTNERS LLC grew from 4 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — PLEASANT LAKE PARTNERS LLC reported RAUM up 27% ($1.27B -> $1.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — PLEASANT LAKE PARTNERS LLC crossed $1B in regulatory AUM ($763.1M -> $1.27B).
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.