Interlake Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,250,000
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
48% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$770,000
About
Interlake Capital Management works with individual investors and plan sponsors, including pension and profit-sharing plans. Its Form ADV describes services that include portfolio management for individuals and consulting and advisory services directed at retirement plans.
The brochure indicates a majority of the firm’s assets are managed on a non-discretionary basis, so the firm typically provides recommendations and ongoing advice while clients retain final decision authority. For pension and plan clients the firm documents consulting work that addresses plan-level issues alongside investment recommendations for participant or plan assets.
The firm’s mix of pension/profit-sharing clients and active pension consulting is atypical for independent advisers and is highlighted in its brochure. Interlake also operates with a relatively small client roster (25 clients) and about $95 million in assets, aligning its scale with the firm’s emphasis on plan-specific consulting and advisory arrangements that are less common among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Main office location
Interlake Capital Management, LLC
100 Clock Tower Place, Suite 120
Carmel CA 93923, United States
Number of offices
1
Most active in
Interlake Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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