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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles16$372,256,849100.0%
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 funds

The 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

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor LBMC, PC BRENTWOOD, Tennessee, United States
Custodian TRUXTON TRUST NASHVILLE, Tennessee, United States Related to adviser: No
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

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS, LLP ATLANTA, Georgia, United States
Custodian TRUXTON TRUST NASHVILLE, Tennessee, United States Related to adviser: No
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

HSB Power Eagles Partners LP

Feeder funds

  • NORTHERN GENERATOR PARTNERS LLC
Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS, LLP ATLANTA, Georgia, United States
Custodian TRUXTON TRUST NASHVILLE, Tennessee, United States Related to adviser: No
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

Union Lake Source Partners LP

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS, LLP ATLANTA, Georgia, United States
Custodian TRUXTON TRUST NASHVILLE, Tennessee, United States Related to adviser: No
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

Union Lake PL Partners LLC

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS, LLP ATLANTA, Georgia, United States
Custodian TRUXTON TRUST NASHVILLE, Tennessee, United States Related to adviser: No
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

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor LBMC, PC BRENTWOOD, Tennessee, United States
Custodian TRUXTON TRUST NASHVILLE, Tennessee, United States Related to adviser: No
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

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS, LLP ATLANTA, Georgia, United States
Custodian TRUXTON TRUST NASHVILLE, Tennessee, United States Related to adviser: No
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 STREET
BIRMINGHAM, 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.