SourcingSourcing

BLACK LAKE INVESTMENTS LLC

C37
CRD 334605·SEC 801-132126·WAYZATA, MN
AUM
$1.19B
$1B+
Est. Revenue
$11.9M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLACK LAKE INVESTMENTS LLC
CRD
334605
SEC file #
801-132126
EIN
—
DBA names
—

Economics

AUM
$1.19B
AUM band
$1B+
AUM trajectory
'25'26
$800.8M → $1.19B▲ +49%
Client mix
—

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
WAYZATA MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
blacklakeinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLACK LAKE INVESTMENT SOLUTIONS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BLACK LAKE INVESTMENT SOLUTIONS LLC
QURESHI, ALAN, PERVEZ
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLACKLAKEINVESTMENTS.COM
Rdap Domain Creation Date
2024-11-19T15:39:44Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5323
Soi Zip Pct 200k Plus
0.3511
Soi Zip Returns 200k Plus
2,830
Soi Zip Total AGI
3,541,382
Fdic Zip Total Deposits
44,056,593,000
Fdic Zip Branch Count
213
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Fdic Zip Branches Raw
First National Bank of WayzataWayzata, MN
Metropolitan Federal Bank, FSBWayzata, MN
Fdic Zip HHI
3539.63
Fdic Zip Top Bank Share Pct
57.59
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-19T15:39:44Z
Rdap Domain Last Changed
2025-11-04T09:26:58Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,054
Returns1,640
Stub 2
AGI33,276
Returns880
Stub 3
AGI43,029
Returns700
Soi Zip Total Business Income
79,784
Soi Zip Total Cap Gains
549,362
Soi Zip Total Dividends
279,559
Soi Zip Total Returns
8,060
Trust Company Affiliate
No

People (3)

3
QURESHI, ALAN, PERVEZ
Executive Officer · 2.5%
4947164
Tucci, Allen, Charles
Executive Officer · 2.5%
8041165
QURESHI, ELLEN, BOLLING
Executive Officer · 2.5%
7038189