CENTER LAKE CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $77.9M |
| Discretionary | $77.9M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $26.0M |
| Employees | 1 |
| Peak AUM | $689.1MMar 2021 |
| AUM CAGR | -12.4% /yrover 7 yrs · 25 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $78M | — | 11.7% | 34.4% | |
| Discretionary AUM | $78M | ||||
Key Metrics
| Total AUM | $77.9M |
| Discretionary | $77.9M |
| Employees | 1 |
| Client Accounts | 3 |
Contact & Location
Address
120 S. OLIVE ST.
WEST PALM BEACH FL 33401
Phone
(212) 390 8839
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$78M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm