$59.8M Total AUM
$59.8M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2014
- Office Locations
- 1
Office Locations
3503 Wild Cherry Dr. Building 1 Lakeway TX
About Town Lake Capital Management
Town Lake Capital Management is a Lakeway-based RIA. The firm has been operating for 11 years. Managing $59.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
25 AVG AGE
$29.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CLAYTON ALEXANDER RIPLEY
Managing Member
- CRD
- #5672455
- Ownership
- 50% but less than 75%
Available
Available
Available
N
Nicholas James Duggan
Chief Compliance Officer, Investment Analyst
- CRD
- #7489542
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,768,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,768,290 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing