Frederick Cary Lake

Employer firm

Crito Capital Advisers LLC CRD 330570

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• NON-DISCRETIONARY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1989 → 09/2020
  Lake Partners, Inc.
  Greenwich, CT
• 09/2019 → 04/2021
  F/M Investments, Llc
  Washington, DC
• 03/2019 → 02/2020
  Self-Employed
  Stamford, CT
• 05/2021 → Present
  Narrative Alpha
  Stamford, CT
• 11/2022 → Present
  Crito Capital
  Westport, CT

Previous Registrations

• 2022-11-07 → 2024-09-04
  Crito Capital Llc
  Stamford, CT
  Westport, CT
• 2019-12-10 → 2021-06-15
  F/M Investments Llc
  Washington, DC
  Stamford, CT
• 1991-09-24 → 2019-06-28
  Lake Partners,Inc.
  Stamford, CT

Other Businesses

Narrative Alpha / Not investment related / Home address / Financial writing and communications / Sole proprietor, self-employed, founder / 05-01-21 start date / Approx. 135 hours per month / Approx. 6 hours per day during trading hours / Writing and communications for financial services firms

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-06

Other Names

• Rick Lake