DFX Intelligence

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

UNION LAKE TRACE PARTNERS LLC

advised by LAKESIDE DRIVE MANAGEMENT LLC

Delaware, United States

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:4c095420-6b31-d87b-ea13-57df2dee808d

Data as of Mar 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 10, 2022 to Mar 20, 2024
4 observations

Across DFX

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

Private Equityidentity

Union Lake Trace Partners LLC

Private equity fund · shared adv fund id

Facts

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

Adviser: LAKESIDE DRIVE MANAGEMENT LLCCRD 306808
Fund type: Private Equity Fund
Latest reported GAV: $4.5Mgross asset value on Schedule D 7.B(1), as of 2024-03-20; never fund size
Peak reported GAV: $4.5M
Beneficial owners: 17
Minimum investment: $20,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-316831an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 10, 2022
Last reported: Mar 20, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-8574756346

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 20, 2024	$4.5M	17	$20,000	100.0%	yes	UNION LAKE TRACE PARTNERS LLC
May 1, 2023	$3.0M	17	$20,000	100.0%	yes	UNION LAKE TRACE PARTNERS LLC
Mar 27, 2023	$3.0M	17	$20,000	100.0%	yes	UNION LAKE TRACE PARTNERS LLC
Mar 10, 2022	$2.6M	17	$20,000	0.0%	no	UNION LAKE TRACE PARTNERS LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
TRUXTON TRUST	TRUXTON TRUST	Nashville	Tennessee	United States	no	n/a

Relationships

Advises (1)

← LAKESIDE DRIVE MANAGEMENT LLCRegistered adviserPrivate Equity Fund, IA
Mar 10, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c095420-6b31-d87b-ea13-57df2dee808d
First observed: Mar 10, 2022
Last observed: Mar 20, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed 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.

UNION LAKE TRACE PARTNERS LLC

advised by LAKESIDE DRIVE MANAGEMENT LLC

Delaware, United States

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:4c095420-6b31-d87b-ea13-57df2dee808d

Data as of Mar 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 20, 2024

$4.5M

$20,000

100.0%

yes

UNION LAKE TRACE PARTNERS LLC

May 1, 2023

$3.0M

$20,000

100.0%

yes

UNION LAKE TRACE PARTNERS LLC

Mar 27, 2023

$3.0M

$20,000

100.0%

yes

UNION LAKE TRACE PARTNERS LLC

Mar 10, 2022

$2.6M

$20,000

0.0%

UNION LAKE TRACE PARTNERS LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

TRUXTON TRUST

Nashville

Tennessee

United States

n/a