← Tributary

PILLSBURY LAKE CAPITAL, LLC

· CRD 328282 · IAPD ↗ · pillsburycap.com · 510-387-2820

$334.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
December 2025 — PILLSBURY LAKE CAPITAL, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
June 2025 — PILLSBURY LAKE CAPITAL, LLC (location n/a) is newly SEC-registered with $329.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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