Firm profile

BLACK LAKE INVESTMENTS LLC

WAYZATA, MNCRD 334605Latest ADV April 29, 2026

Black Lake Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayzata, MN. Its latest Form ADV filing, dated April 29, 2026, reports $1.2B in regulatory assets under management, 5 employees, and 1 account.

Assets Under Management
$1.2B
Employees
5
Offices
--
Total Clients
<5
Primary office
WAYZATA, MN
985 LAKE STREET E, SUITE 100, WAYZATA, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAlan P. Qureshi
CCOAllen C. Tucci
COOEllen B. Qureshi

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of April 29, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.2B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

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

Total AUM$1.2B
Total Accounts1
10Y AUM Change+$1.2B

Employee Growth by Quarter

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

Total Employees5
Clients per Employee
10Y Employee Change+2 (+66.7%)

* 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.