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| Happy Holidays!! thanks for using AUM13F!! |
| Lakeside Drive Management LLC
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| CRD # | 306808 |
| SEC # | 801-123672 |
| CIK # | |
| AUM | $305.5 M (2025-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 248-939-3877 |
| Address | 677 Harmon Street Birmingham, MI 48009 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Union Lake Tunnel Partners LLC | [2023-03-27] | 31.1 | 55.3 |
| PE | Union Lake BP Partners | [2022-03-10] | 7.8 | 7.7 |
| PE | Union Lake Callahan Partners | [2022-03-10] | 31.9 | 1.0 |
| PE | Union Lake Elevation Partners LLC | [2022-03-10] | 80.6 | 110.4 |
| PE | Union Lake Iron Partners LLC | [2022-03-10] | 2.5 | 7.2 |
| PE | Union Lake London Partners LLC | [2022-03-10] | 4.6 | 14.3 |
| PE | Union Lake Max Investments LLC | [2022-03-10] | 2.5 | 18.2 |
| PE | Union Lake OC Partners LLC | [2022-03-10] | 8.7 | 17.1 |
| PE | Union Lake PL Partners LLC | [2022-03-10] | 10.2 | 21.9 |
| PE | Union Lake Source Partners LP | [2022-03-10] | 7.4 | 25.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 305.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 305.5 |
| By Discretionary | ||
| Discretionary | 14 | 305.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 305.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.5 | |
| Total | 14 | 305.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Owl Strategic Equity Advisors LLC
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NY | 0.3 |
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1248 Partners LLC
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MO | 0.3 |
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Chicago Atlantic BDC Advisers LLC
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NY | 0.3 |
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PeakEquity Partners Management Co LLC
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PA | 0.3 |
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ARBA Credit Management LP
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PA | 0.3 |
|
Melodeon Capital Partners LP
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FL | 0.3 |
|
Intrepid Investment Management LLC
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TX | 0.3 |
|
Asilia Credit Investments LLC
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UT | 0.3 |
|
Schechter Private Capital LLC
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|
MI | 0.3 |
|
GEN Cap America Inc
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TN | 0.3 |