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BLACK LAKE INVESTMENTS LLC
CRD 334605File 801-132126
APPROVED
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.19B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.19B
Clients
0
1 accounts
Employees
5
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 7, 2025
- Principal office
- 985 LAKE STREET E, SUITE 100, WAYZATA, MN, 55391
- Phone
- 215.913.2782
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.19B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.19B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.19B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 5 | decreased by4 |
| Apr 1, 2026 | AUM | $800,813,438 | $1,189,319,275 | increased by$388,505,837 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 9 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $800,813,438 | increased by$800,813,438 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 1 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLACK LAKE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLACK LAKE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.