PACIFIC LAKE PARTNERS, LLC
CRD #160377 SEC #801-110327 BOSTON, MA 617-658-3024
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
20
Clients
--
Accounts
11
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDREWS, THOMAS, COLEMAN | I | MANAGER | NA | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGER | NA | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGER | NA | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGER | NA | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGER | NA | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGER | NA | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGER | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | PARTNER & COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | PARTNER & COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | PARTNER & COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | PARTNER & COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | PARTNER & COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | PARTNER & COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | CHIEF COMPLIANCE OFFICER, PARTNER AND COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | CHIEF COMPLIANCE OFFICER, PARTNER AND COO | NA | Control |
| GRAY, LINDSEY, MARSHALL | I | CHIEF COMPLIANCE OFFICER, PARTNER AND COO | NA | Control |
| Herrmann, Christopher, Scott | I | CCO | NA | Control |
| Herrmann, Christopher, Scott | I | CCO | NA | Control |
| Herrmann, Christopher, Scott | I | CCO | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| MORGAN II, ROBERT, WILLIAM | I | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Morgan II, Robert, William | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Morgan II, Robert, William | I | CONTROLLER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | MEMBER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | MEMBER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | SOLE SHAREHOLDER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | MEMBER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | MEMBER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | MEMBER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | MEMBER | E | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LP | DE | MEMBER | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER/CCO | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER/CCO | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER/CCO | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | D | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | D | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | D | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | D | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | D | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | D | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | D | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | C | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | C | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | C | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | C | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | C | Control |
| ANDREWS, THOMAS, COLEMAN | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
| SOUTHERN, JAMES, L | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | DE | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | F | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | DE | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | F | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | DE | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | F | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | DE | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | F | Control |
| PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | DE | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | F | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LP | E | Control |
| ANDREWS, THOMAS, COLEMAN | I | PACIFIC LAKE MANAGEMENT HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Jun 9, 2025 REGISTERED
Notice Filings (2)
CA MA
Address
800 BOYLSTON STREETSUITE 2220
BOSTON, MA 02199
United States
Phone: 617-658-3024