LAKE WHILLANS CAPITAL PARTNERS LLC
CRD #287835 SEC #801-113087 PLANO, TX (646) 389-1032
SEC Registered Private Funds
Total AUM
$246.1M
Discretionary
$246.1M
Employees
5
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $246.1M | $246.1M | $0 | 5 | 0 |
| Mar 2025 | $246.1M | $246.1M | $0 | 5 | 0 |
| Mar 2024 | $187.3M | $187.3M | $0 | 5 | 0 |
| Mar 2023 | $180.4M | $180.4M | $0 | 5 | 0 |
| Mar 2022 | $174M | $174M | $0 | 5 | 0 |
| Jan 2022 | $106.6M | $106.6M | $0 | 5 | 0 |
| Mar 2021 | $106.6M | $106.6M | $0 | 5 | 0 |
| Oct 2020 | $136.2M | $136.2M | $0 | 7 | 0 |
| Jul 2020 | $136.2M | $136.2M | $0 | 7 | 0 |
| Mar 2020 | $136.2M | $136.2M | $0 | 7 | 0 |
| Feb 2020 | $144M | $136.9M | $7.2M | 7 | 0 |
| Mar 2019 | $144M | $136.9M | $7.2M | 7 | 0 |
| Mar 2018 | $145.2M | $145.2M | $0 | 6 | 3 |
DateAug 2025
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$187.3M
Discretionary$187.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$144M
Discretionary$136.9M
Non-Disc.$7.2M
Employees7
Clients0
DateMar 2019
Total AUM$144M
Discretionary$136.9M
Non-Disc.$7.2M
Employees7
Clients0
DateMar 2018
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees6
Clients3