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Black Lake Capital Corp.

Black Lake Capital Corp.. CRD 147399

Black Lake Capital Corp. logo

CRD: 147399

Black Lake Capital Corp.

Athens, GA
5612672117
$17.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
07-18-2008
Office Locations
1

Office Locations

-- Athens GA

About Black Lake Capital Corp.

Black Lake Capital is an Athens, GA RIA providing portfolio management and investment counseling. The firm builds portfolios around each client’s objectives and risk tolerance, sets investment policy, and executes trades with client-granted authority. Public filings indicate an ETF-centric implementation and Schwab as a primary custodian.

Team overview

-- AVG AGE
$17.2M AVG AUM / ADVISOR
$464.9K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Zenith value Wave

Custodian

Matrix Glacier delta North oak

Investment Themes

Vital fusion

Investment Vehicles

Value

Services

Focus peak Meridian beacon

Owner & Executives

T

TALBERT GRAY COOPER

Chief Compliance Officer, President, Secretary

CRD
#4542963
Ownership
75% or more
(591) 711-5844
capital.wave@unisoncapital.com
in linkedin.com/in/ember-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $17,200,000 --
Total $17,200,000 --

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Separately Managed Accounts

Total SMA Asset: $17,200,000

$17.2M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $5,320,528,599 100.0%
Total $5,320,528,599 100.0%

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