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CRD 287835
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LAKE WHILLANS FUND I LP | Private Equity Fund | $102M | Mar 14, 2024 | 13 | May 31, 2017 | reported | n/a |
| LAKE WHILLANS FUND II LP | Private Equity Fund | $83.8M | Mar 14, 2024 | 32 | Mar 18, 2022 | reported | n/a |
| LW HOLDCO III LLC | Private Equity Fund | $10.0M | May 31, 2017 | 4 | May 31, 2017 | dropped | n/a |
| LW HOLDCO V LLC | Private Equity Fund | $9.3M | May 31, 2017 | 4 | May 31, 2017 | dropped | n/a |
| LW HOLDCO VI LLC | Private Equity Fund | $7.3M | May 31, 2017 | 3 | May 31, 2017 | dropped | n/a |
| LAKE WHILLANS VEHICLE I LLC | Private Equity Fund | $5.0M | Mar 30, 2018 | 2 | May 31, 2017 | dropped | n/a |
| LAKE WHILLANS VEHICLE III LLC | Private Equity Fund | $3.0M | Oct 28, 2020 | 4 | May 31, 2017 | dropped | n/a |
| LW HOLDCO IV LLC | Private Equity Fund | $2.0M | May 31, 2017 | 5 | May 31, 2017 | dropped | n/a |
| LW VEHICLE X LLC | Private Equity Fund | $1.4M | Mar 14, 2024 | 5 | Mar 30, 2018 | reported | n/a |
| LW VEHICLE VI LLC | Private Equity Fund | $1.3M | Oct 28, 2020 | 2 | Mar 30, 2018 | dropped | n/a |
| LW VEHICLE IV LLC | Private Equity Fund | $700,000 | Oct 28, 2020 | 5 | Mar 30, 2018 | dropped | n/a |
| LW VEHICLE III LLC | Private Equity Fund | $100,000 | Feb 18, 2020 | 3 | Mar 30, 2018 | dropped | n/a |
| LW VEHICLE V LLC | Private Equity Fund | $0 | Feb 18, 2020 | 4 | Mar 30, 2018 | dropped | n/a |
| LW VEHICLE XI LLC | Private Equity Fund | $0 | Mar 30, 2018 | 6 | May 31, 2017 | dropped | n/a |
| LW VEHICLE IX LLC | Private Equity Fund | $0 | Feb 18, 2020 | 7 | Mar 30, 2018 | dropped | n/a |
| LWHLDR II, LLC | Private Equity Fund | $0 | Mar 30, 2018 | 4 | May 31, 2017 | dropped | n/a |
| LW VEHICLE XII | Private Equity Fund | $0 | Mar 30, 2018 | 1 | Mar 30, 2018 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AMBORELLA LLC | MANAGING MEMBER | E | yes | 04/2020 | Oct 28, 2020 | Mar 14, 2024 |
| Drucker, Lee, David | MANAGING MEMBER | C | yes | 04/2020 | Mar 30, 2018 | Mar 14, 2024 |
| PELOS, CONSTANTINE, ANDREW | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2022 | Jan 28, 2022 | Mar 14, 2024 |
| Weinstein, Boaz, Aharon | MANAGING MEMBER | C | yes | 04/2020 | Mar 30, 2018 | Mar 14, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $312M | $312M | 5 | 4 | 0 | 4 | n/a |
| 2024 | Mar 28, 2025 | $246M | $246M | 5 | 4 | 0 | 4 | n/a |
| 2023 | Mar 14, 2024 | $187M | $187M | 5 | 4 | 0 | 3 | $187M |
| 2022 | Mar 27, 2023 | $180M | $180M | 5 | 4 | 0 | 3 | $180M |
| 2021 | Mar 18, 2022 | $174M | $174M | 5 | 4 | 0 | 3 | $174M |
| 2020 | Mar 31, 2021 | $107M | $107M | 5 | 5 | 0 | 2 | $107M |
| 2019 | Mar 26, 2020 | $136M | $136M | 7 | 6 | 0 | 5 | $136M |
| 2018 | Mar 29, 2019 | $144M | $137M | 7 | 6 | 1 | 8 | $137M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $312M | $246M | 26.7% | $180M | 20.0% | 5 | 5 | 0 | 0 |