RIA Intel›Advisers›Minnesota›NORTHERN LAKES CAPITAL, L.P.

NORTHERN LAKES CAPITAL, L.P.

Advisory

N·MINNEAPOLIS, MN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$575M
1-Year AUM Growth
+12.3%
3-Year CAGR
+4.0%
Employees
10
Assets Under Management
Total AUM$575M
Discretionary AUM$575M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees10
Investment Advisers11
Employee Growth (1Y)+12.5%
Filing History
Total Filings on Record9
First FilingJul 16, 2021
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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