RIA Intel›Advisers›California›INTERLAKE CAPITAL MANAGEMENT, LLC

INTERLAKE CAPITAL MANAGEMENT, LLC

Advisory

CARMEL, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#2,853

of 5,480 advisers by AUM

Average account

$1M

across 86 accounts

AUM per adviser

$95M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$95M

Discretionary AUM$19M

Non-Discretionary AUM$76M

Discretionary %20.3%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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