National Retirement Planning Experts

National Coverage
Local Professionals

EMERALD LAKE CAPITAL MANAGEMENT, L.P.

233 Wilshire Blvd.
Ste 650
Santa Monica, California 90401
Tel: 424-768-9570

Need a Financial Advisor?
Compare Vetted Advisors

About EMERALD LAKE CAPITAL MANAGEMENT, L.P.

EMERALD LAKE CAPITAL MANAGEMENT, LP, formally registered with the SEC as EMERALD LAKE CAPITAL MANAGEMENT, LP. The firm was established in 02/15/2019. They have over 1 offices throughout the country.

EMERALD LAKE CAPITAL MANAGEMENT, L.P. is a Santa Monica, California based Financial Planning firm with nearly $1,321,297,443 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300395
SEC#801-114785
Assets Managed by Firm$1,321,297,443
No. of Clients11
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total11$1,321,297,443

More Retirement Planning firms in Santa Monica, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Santa Monica, California