RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PELOS, CONSTANTINE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
PELOS, CONSTANTINE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
PELOS, CONSTANTINE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
PELOS, CONSTANTINE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
PELOS, CONSTANTINE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
PELOS, CONSTANTINE, ANDREWICHIEF COMPLIANCE OFFICERNA Control
Weinstein, Boaz, AharonIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
Weinstein, Boaz, AharonIPRINCIPAL & CHIEF COMPLIANCE OFFICERNA Control
AMBORELLA LLCDEMANAGING MEMBERE Control
AMBORELLA LLCDEMANAGING MEMBERE Control
AMBORELLA LLCDEMANAGING MEMBERE Control
AMBORELLA LLCDEMANAGING MEMBERE Control
AMBORELLA LLCDEMANAGING MEMBERE Control
AMBORELLA LLCDEMANAGING MEMBERE Control
AMBORELLA LLCDEMANAGING MEMBERE Control
AMBORELLA LLCDEMANAGING MEMBERE Control
Drucker, Lee, DavidIPRINCIPALD Control
Drucker, Lee, DavidIPRINCIPALD Control
Drucker, Lee, DavidIPRINCIPALD Control
Drucker, Lee, DavidIPRINCIPALD Control
Drucker, Lee, DavidIPRINCIPALD Control
Drucker, Lee, DavidIPRINCIPALD Control
Drucker, Lee, DavidIPRINCIPALD Control
Weinstein, Boaz, AharonIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
Weinstein, Boaz, AharonIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
Weinstein, Boaz, AharonIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
Weinstein, Boaz, AharonIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
Weinstein, Boaz, AharonIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
Weinstein, Boaz, AharonIPRINCIPALD Control
Weinstein, Boaz, AharonIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Drucker, Lee, DavidIAMBORELLA LLCC Control
Drucker, Lee, DavidIAMBORELLA LLCC Control
Drucker, Lee, DavidIAMBORELLA LLCC Control
Drucker, Lee, DavidIAMBORELLA LLCC Control
Drucker, Lee, DavidIAMBORELLA LLCC Control
Drucker, Lee, DavidIAMBORELLA LLCC Control
Weinstein, Boaz, AharonIAMBORELLA LLCC Control
Weinstein, Boaz, AharonIAMBORELLA LLCC Control
Weinstein, Boaz, AharonIAMBORELLA LLCC Control
Weinstein, Boaz, AharonIAMBORELLA LLCC Control
Weinstein, Boaz, AharonIAMBORELLA LLCC Control
Weinstein, Boaz, AharonIAMBORELLA LLCC Control

Registrations

Federal

IA
Aug 14, 2025 REGISTERED

Notice Filings (2)

NY TX

Address

5801 HEADQUARTERS DRIVE
SUITE 800
PLANO, TX 75024
United States
Phone: (646) 389-1032