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BLACK LAKE INVESTMENTS LLC

WAYZATA, MN · CRD 334605 · IAPD ↗ · blacklakeinvestments.com · 215.913.2782

$1.19BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — BLACK LAKE INVESTMENTS LLC crossed $1B in regulatory AUM ($800.8M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
December 2025 — BLACK LAKE INVESTMENTS LLC moved its main office from SHOREWOOD, MN to WAYZATA, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
August 2025 — BLACK LAKE INVESTMENTS LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — BLACK LAKE INVESTMENTS LLC (SHOREWOOD, MN) is newly SEC-registered (provisional 120-day approval) with $0 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.