NORTHERN LAKES CAPITAL, L.P.

150 South 5th Street
Suite 2600
Minneapolis, Minnesota 55402
Tel: 612-562-4288

About NORTHERN LAKES CAPITAL, L.P.

NORTHERN LAKES CAPITAL, LP, formally registered with the SEC as NORTHERN LAKES CAPITAL, LP. The firm was established in 08/16/2021. They have over 1 offices throughout the country.

NORTHERN LAKES CAPITAL, L.P. is a Minneapolis, Minnesota based Financial Planning firm with nearly $232,234,495 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315975
SEC#	801-122103
Assets Managed by Firm	$232,234,495
No. of Clients	4
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$232,234,495

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