Firm profile

PLEASANT LAKE PARTNERS LLC

RINCON, PRCRD 304281Latest ADV March 31, 2026

Pleasant Lake Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rincon, PR. Its latest Form ADV filing, dated March 31, 2026, reports $2.1B in regulatory assets under management, 19 employees, and 11 accounts.

Assets Under Management
$2.1B
Employees
19
Offices
--
Total Clients
11
Primary office
RINCON, PR
100 CARR 115 UNIT 1900, RINCON, PR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJonathan P. Lennon
CCOBenjamin C. Cable
COOBenjamin C. Cable

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
11

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.1Bas of March 31, 2026
Discretionary99.7%
$2.1B
100% of total RAUM99.7%
Non-discretionary0.3%
$5M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.1B
Total Accounts11
10Y AUM Change+$1.3B (+169.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee1:1
10Y Employee Change+14 (+280.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.