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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

LAKE PACIFIC PARTNERS

LAKE PACIFIC MANAGEMENT COMPANY, LLC, CRD 174253

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00089c06-d3f2-806a-82b9-fe9c5cbbf628

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 3
Observed: Jun 29, 2022 to Mar 27, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Lake Pacific Partners

Venture manager · shared crd

Independent Sponsorsidentity

Lake Pacific Partners

Capital provider to sponsors · shared crd

Private Equityidentity

Lake Pacific Partners

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $213MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $213M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $213M
SEC number: 801-126258
CRD: 174253
Filings on the tape: 5
First filed: Jun 29, 2022
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE
Website: lakepacific.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LAKE PACIFIC FUND II, L.P.	Private Equity Fund	$186M	Mar 27, 2024	27	Mar 29, 2019	reported	021-313338
LAKE PACIFIC I G, LLC	Private Equity Fund	$9.2M	Mar 29, 2019	3	Jan 2, 2015	dropped	n/a
LAKE PACIFIC CAL PACIFIC, LLC	Private Equity Fund	$8.1M	Mar 29, 2018	11	Jan 2, 2015	dropped	n/a
LAKE PACIFIC OPPORTUNITY FUND, L.P.	Private Equity Fund	$3.2M	Mar 27, 2020	11	Jan 2, 2015	dropped	021-179276
LAKE PACIFIC I M, LP	Private Equity Fund	$2.1M	Mar 27, 2020	3	Jan 2, 2015	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARPENTER, WAYNE, LEE	MEMBER OF LAKE PACIFIC MANAGEMENT COMPANY, LLC	D	yes	12/2014	Jun 29, 2022	Mar 27, 2024
VOSS, WILLIAM, ROBERT	MEMBER OF LAKE PACIFIC MANAGEMENT COMPANY, LLC AND CCO	D	yes	12/2014	Jun 29, 2022	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LAKE PACIFIC MANAGEMENT II, L.P.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$213M	$213M	2	2	1	n/a
2024	Mar 26, 2025	$190M	$190M	2	2	1	n/a
2023	Mar 27, 2024	$186M	$186M	3	2	1	$186M
2022	Mar 31, 2023	$187M	$187M	3	2	1	$187M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$213M	$190M	12.0%	$187M	4.5%	2	2	0	0

Relationships

Advises (5)

→ LAKE PACIFIC FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ LAKE PACIFIC OPPORTUNITY FUND, L.P.Private fundPrivate Equity Fund, ERA, no longer reported
Jan 2, 2015 to Mar 27, 2020factForm ADV
→ LAKE PACIFIC I M, LPPrivate fundPrivate Equity Fund, ERA, no longer reported
Jan 2, 2015 to Mar 27, 2020factForm ADV
→ LAKE PACIFIC I G, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Jan 2, 2015 to Mar 29, 2019factForm ADV
→ LAKE PACIFIC CAL PACIFIC, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Jan 2, 2015 to Mar 29, 2018factForm ADV

Controls (2)

← VOSS, WILLIAM, ROBERTOwnerMEMBER OF LAKE PACIFIC MANAGEMENT COMPANY, LLC AND CCO, ownership code D, individual
Jun 29, 2022 to Mar 27, 2024factForm ADV
← CARPENTER, WAYNE, LEEOwnerMEMBER OF LAKE PACIFIC MANAGEMENT COMPANY, LLC, ownership code D, individual
Jun 29, 2022 to Mar 27, 2024factForm ADV

Dated events

Occurred
Jun 29, 2022
First Form ADV filing
Lake Pacific Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00089c06-d3f2-806a-82b9-fe9c5cbbf628
First observed: Jun 29, 2022
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LAKE PACIFIC PARTNERS

LAKE PACIFIC MANAGEMENT COMPANY, LLC, CRD 174253

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00089c06-d3f2-806a-82b9-fe9c5cbbf628

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:57 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LAKE PACIFIC FUND II, L.P.

Private Equity Fund

$186M

Mar 27, 2024

Mar 29, 2019

reported

021-313338

LAKE PACIFIC I G, LLC

Private Equity Fund

$9.2M

Mar 29, 2019

Jan 2, 2015

dropped

n/a

LAKE PACIFIC CAL PACIFIC, LLC

Private Equity Fund

$8.1M

Mar 29, 2018

Jan 2, 2015

dropped

n/a

LAKE PACIFIC OPPORTUNITY FUND, L.P.

Private Equity Fund

$3.2M

Mar 27, 2020

Jan 2, 2015

dropped

021-179276

LAKE PACIFIC I M, LP

Private Equity Fund

$2.1M

Mar 27, 2020

Jan 2, 2015

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARPENTER, WAYNE, LEE

MEMBER OF LAKE PACIFIC MANAGEMENT COMPANY, LLC

yes

12/2014

Jun 29, 2022

Mar 27, 2024

VOSS, WILLIAM, ROBERT

MEMBER OF LAKE PACIFIC MANAGEMENT COMPANY, LLC AND CCO

yes

12/2014

Jun 29, 2022

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LAKE PACIFIC MANAGEMENT II, L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$213M

n/a

2024

Mar 26, 2025

$190M

n/a

2023

Mar 27, 2024

$186M

2022

Mar 31, 2023

$187M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$213M

$190M

12.0%

$187M

4.5%