CRD: 142577
Interlake Capital Management, LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-11-2007
- Office Locations
- 1
Office Locations
About Interlake Capital Management, LLC
Interlake Capital Management (est. 2007) advises individuals and families and provides fiduciary guidance for workplace retirement plan sponsors and participants. The firm designs investment programs and portfolios built for long-term goals with a focus on sensible allocations. For distribution partners, Interlake supports both retail and institutional relationships and works with platforms such as Altruist and RightCapital.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Services
Technology
Owner & Executives
KEVIN S PRICE
Chief Investment Officer
- CRD
- #4839019
- Ownership
- 75% or more
Frederick Edward Meurer
--
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,250,000 | -- |
| Non-Discretionary | $75,797,750 | -- |
| Total | $95,047,750 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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