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CENTER LAKE CAPITAL MANAGEMENT, LLC

B53
CRD 174311·SEC 801-132730·WEST PALM BEACH, FL
AUM
$77.9M
$25M-$100M
Est. Revenue
$779K
@ 1% on AUM
Est. EBITDA
$234K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CENTER LAKE CAPITAL MANAGEMENT, LLC
CRD
174311
SEC file #
801-132730
EIN
472175834
DBA names
—

Economics

AUM
$77.9M
AUM band
$25M-$100M
AUM trajectory
'20'26
$378.9M → $77.9M▼ -79%
Client mix
Pooled Investment Vehicles2
Other1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/center-lake-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARKER, ADAM, HARRIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PARKER, ADAM, HARRIS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:centerlake.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001771673
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2019-04-04
Edgar Last Filing Date
2024-11-14
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2024-11-14
Accession0001771673-24-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Wells Fargo1
Edgar Addresses
Mailing
120 S. OLIVE AVENUESUITE 200WEST PALM BEACH, FL 33401
Business
120 S. OLIVE AVENUESUITE 200WEST PALM BEACH, FL 33401
Edgar EIN
472175834
Edgar Recent Filings
13F-HR2024-11-14 · 0001771673-24-000005
13F-HR2024-08-13 · 0001849457-24-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5123051
Trust Company Affiliate
Yes

People (1)

1
PARKER, ADAM, HARRIS
Direct Owner · 87.5%
5123051