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 WING PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$9.93MGross 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
- 805-6585808589
- Reported beneficial owners
- 8
- Minimum commitment
- $50K
- Form D file number
- 021-402047
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 BP PARTNERSPrivate Equity Fund · Last reported Apr 29, 2026$8.86MGross 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
- 805-7954518206
- Reported beneficial owners
- 5
- Minimum commitment
- $50K
- Form D file number
- 021-427087
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 STEEL PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$7.92MGross 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
- 805-1942095540
- Reported beneficial owners
- 10
- Minimum commitment
- $50K
- Form D file number
- 021-404317
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 IRON PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$6.62MGross 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
- 805-9405414555
- Reported beneficial owners
- 11
- Minimum commitment
- $25K
- Form D file number
- 021-340463
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 TRANSPORTATION PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$5.45MGross asset value
Form D fundraising filings
Union Lake Transportation 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
- 805-2981037685
- Reported beneficial owners
- 25
- Minimum commitment
- $25K
- Form D file number
- 021-335099
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 TRACE PARTNERS LLCPrivate Equity Fund · Last reported Apr 29, 2026$3.09MGross 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
- 805-8574756346
- Reported beneficial owners
- 17
- Minimum commitment
- $20K
- Form D file number
- 021-316831
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 CALLAHAN PARTNERSPrivate Equity Fund · Last reported Apr 29, 2026$937KGross asset value
Form D fundraising filings
Union Lake Callahan 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
- 805-3139028774
- Reported beneficial owners
- 47
- Minimum commitment
- $25K
- Form D file number
- 021-427090
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.