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BLACK LAKE INVESTMENTS LLC

CRD 334605File 801-132126
APPROVED
Filing as of Apr 29, 2026
Feed vintage Aug 17, 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 typeClientsAUM
OtherFewer than 5$1.19B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.