PLEASANT LAKE PARTNERS LLC

100 Carr 115 Unit 1900
Rincon, Puerto Rico 00677
Tel: 804-363-4458

About PLEASANT LAKE PARTNERS LLC

PLEASANT LAKE PARTNERS LLC, formally registered with the SEC as PLEASANT LAKE PARTNERS LLC. The firm was established in 07/28/2023. They have over 1 offices throughout the country.

PLEASANT LAKE PARTNERS LLC is a Rincon, Puerto Rico based Financial Planning firm with nearly $1,268,751,079 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304281
SEC#	801-128498
Assets Managed by Firm	$1,268,751,079
No. of Clients	5
No. of Advisors	7

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	5	$1,268,751,079

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