Interlake Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,250,000
Clients
25
Advisors
1
of 1 employees
About
Interlake Capital Management works with individual investors and plan sponsors, including pension and profit-sharing plans. Its Form ADV describes services that include portfolio management for individuals and consulting and advisory services directed at retirement plans.
The brochure indicates a majority of the firm’s assets are managed on a non-discretionary basis, so the firm typically provides recommendations and ongoing advice while clients retain final decision authority. For pension and plan clients the firm documents consulting work that addresses plan-level issues alongside investment recommendations for participant or plan assets.
The firm’s mix of pension/profit-sharing clients and active pension consulting is atypical for independent advisers and is highlighted in its brochure. Interlake also operates with a relatively small client roster (25 clients) and about $95 million in assets, aligning its scale with the firm’s emphasis on plan-specific consulting and advisory arrangements that are less common among peers.
Client services
Fee options
Main office
100 Clock Tower Place, Suite 120
Carmel CA 93923
Advisors at this office
1
Most active in
California · Wisconsin
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
Quick links
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