Best Investors Account Sign in
Inactive

Kevin S Price

Interlake Capital Management, LLC

Carmel, CA

CRD 4839019

Claim This Profile
Employer firm

Interlake Capital Management, LLC CRD 142577

$95.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Interlake Capital Management, Llc

100 Clock Tower Place Suite 120, Carmel, CA 93923 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-21
WI RA APPROVED 2024-12-21
  • CA RA
    APPROVED
    Since 2024-12-21
  • WI RA
    APPROVED
    Since 2024-12-21

Branch Locations

100 Clock Tower Place Suite 120, Carmel, CA 93923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Interlake Capital Management, Llc Carmel CA 10/2006 Present
Previous Registrations
Other Businesses

Part-Time caddying at Pebble Beach Resorts. This is not investment-related. 2790 17-Mile Drive, Pebble Beach, CA 93950 Start Date: April, 2015. Approximate number of hours/month: 40. Approximate number of hours/month during securities trading hours: 16. Duties are those of a caddie at the three courses operated inside the Del Monte Forest by the Pebble Beach Company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-19
  • S66 Uniform Combined State Law Examination
    2004-10-19

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Carmel, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor