Golden Lake LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Golden Lake provides investment management and consulting services primarily to individual clients, offering both discretionary and non‑discretionary portfolio management. Its programs include Navigation, an index‑driven ETF portfolio designed to hold 80%–100% ETFs, and Creek, a customizable portfolio program, along with standalone consulting engagements and fixed‑income consulting schedules.
The firm uses a top‑down, market‑cycle approach that combines macroeconomic review, market timing, sector and industry tactical overlays, and quantitative technical analysis; leveraged and inverse ETFs and option strategies are available for tactical or extreme‑market scenarios and are used selectively. Risk controls described in the brochure include trimming or adding positions, hedging with inverse products, reversals or liquidation at major trend changes, and construction of offsetting asset classes.
The ADV discloses multiple fee arrangements that are atypical for small independent advisers, including performance‑based fee options (three structures tied to gross returns with a stated $1,000,000 minimum), prepaid quarterly flat fees with annual performance settlements, and a consulting fee schedule by fixed‑income duration. The brochure also notes that the Navigation program can operate as a wrap‑fee arrangement and specifies custodial arrangements and the firm’s lack of broker‑dealer affiliation.
Client services
Expertise
Fee options
Consulting fees charged as flat service fees on a one-time basis or hourly, with fixed income consulting fees ranging from 0.40% to 2.00% depending on term length.
$200,000 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $1,499,999: 1.50% $1,500,000 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000 - $20,000,000: 0.80% $20,000,000 - $30,000,000: 0.70% $30,000,000 - $50,000,000: 0.60% $50,000,000 - $75,000,000: 0.50% $75,000,000 - $100,000,000: 0.40% $100,000,000+: 0.30%
Commissions are reported in SEC Form ADV Part 1 but not explicitly detailed in Part 2 brochure.
Performance-based fees offered with three options: Option one: 1.50% annualized service fee plus 10% of gross return; Option two: 0.75% annualized service fee plus 20% of gross return; Option three: 0.00% annualized service fee plus 30% of gross return. Minimum account size for performance fees is $1,000,000 (sometimes negotiable).
Account minimum: $200,000
Main office
Parsippany NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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