Lake Whillans Capital Partners Llc
- Regulatory AUM
- $312M
- Discretionary
- $312M
- Clients
- 4
- Avg AUM / client
- $78.0M
- Accounts
- 4
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $312M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $187M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lake Whillans Fund I Lp | Private Equity Fund | Delaware | $102M | 13 |
| Lake Whillans Fund Ii Lp | Private Equity Fund | Delaware | $83.8M | 32 |
| Lw Vehicle X Llc | Private Equity Fund | Delaware | $1.4M | 5 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Drucker, Lee, David | Managing Member | Apr 2020 (6y) | ≈ 18.75% – 50% via Amborella Llc | |
| Weinstein, Boaz, Aharon | Managing Member | Apr 2020 (6y) | ≈ 18.75% – 50% via Amborella Llc | |
| Pelos, Constantine, Andrew | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amborella Llc | Managing Member | Apr 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Drucker, Lee, David: 25% – 50% of Amborella Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Weinstein, Boaz, Aharon: 25% – 50% of Amborella Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $187M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lake Whillans Fund I Lp | Private Equity Fund | $102M | $5.0M | 13 |
| Lake Whillans Fund Ii Lp | Private Equity Fund | $83.8M | $5.0M | 32 |
| Lw Vehicle X Llc | Private Equity Fund | $1.4M | $50.0K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.73 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗