Investment adviser · CRD 306808
LAKESIDE DRIVE MANAGEMENT LLC
Investment adviser filing (IA)
BIRMINGHAM, MI, United States · Form ADV filed Apr 29, 2026
- Regulatory AUM
- $372M Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 16 | $372,256,849 | 100.0% |
Filing source
Form ADV 2100436 · Apr 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
16 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
UNION LAKE ELEVATION PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$123MGross asset value
Form D fundraising filings
Union Lake Elevation Partners LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LBMC, PC
PCAOB 450
Fund details & source
- Fund ID
- 805-1407387016
- Reported beneficial owners
- 90
- Minimum commitment
- $50K
- Form D file number
- 021-412842
Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UNION LAKE TUNNEL PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$67.4MGross asset value
Form D fundraising filings
Union Lake Tunnel Partners LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FORVIS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-5208384196
- Reported beneficial owners
- 88
- Minimum commitment
- $30K
- Form D file number
- 021-452762
Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HSB POWER EAGLES PARTNERS LPPrivate Equity Fund · Last reported Apr 29, 2026$54.8MGross asset value
Form D fundraising filings
Feeder funds
- NORTHERN GENERATOR PARTNERS LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FORVIS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-7857402251
- Reported beneficial owners
- 91
- Minimum commitment
- $25K
- Form D file number
- 021-548495
Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UNION LAKE SOURCE PARTNERS LPPrivate Equity Fund · Last reported Apr 29, 2026$29.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FORVIS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-9195013469
- Reported beneficial owners
- 10
- Minimum commitment
- $50K
- Form D file number
- 021-310987
Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UNION LAKE PL PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$21.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FORVIS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-9348038045
- Reported beneficial owners
- 17
- Minimum commitment
- $25K
- Form D file number
- 021-379834
Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UNION LAKE MAX INVESTMENTS LLCPrivate Equity Fund · Last reported Apr 29, 2026$20.3MGross asset value
Form D fundraising filings
Union Lake Max Investments LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
LBMC, PC
PCAOB 450
Fund details & source
- Fund ID
- 805-8295597041
- Reported beneficial owners
- 4
- Minimum commitment
- $25K
- Form D file number
- 021-343796
Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UNION LAKE LONDON PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$11.4MGross asset value
Form D fundraising filings
Union Lake London Partners LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FORVIS, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-6665675650
- Reported beneficial owners
- 8
- Minimum commitment
- $50K
- Form D file number
- 021-395227
Form ADV 2100436 · Apr 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 29, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
677 HARMON STREETBIRMINGHAM, MI, 48009, United States
CRD 306808
Filing source
Form ADV 2100436 · Apr 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.