Single Family OfficeRIA · CRD 331427SEC-Registered

Updated:

Eastlake Planning

EASTLAKE PLANNING LLC is an SEC-registered investment adviser with $45 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Eastlake Planning

EASTLAKE PLANNING LLC is an SEC-registered investment adviser with $45 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Seattle

Corporate office

Seattle, WA, United States

Principals

Jeffrey S. Raikes

Principal

Sector focus

Enterprise SoftwareEducationAgriTech & FoodTech

Frequently asked questions

Who is the principal behind Eastlake Planning?

Jeffrey S. Raikes, a former Microsoft executive who joined the company in 1981 and served as president of the Microsoft Office and Business divisions. Raikes was one of Microsoft's earliest employees and accumulated significant equity during the company's growth from startup to global technology corporation. He departed Microsoft in 2008 and has since focused on philanthropy and investment management through Eastlake Planning and the Raikes Foundation.

How does Eastlake Planning deploy capital?

The family's primary deployment vehicle is the Raikes Foundation, an operating foundation with over $200 million in assets (per the foundation's public filings). The foundation makes grants in education equity and youth homelessness prevention rather than operating a conventional family-office investment portfolio. Any separate investment activity conducted outside the foundation is not publicly disclosed.

Is the Raikes Foundation separate from the family office?

The Raikes Foundation operates as the most visible deployment arm connected to the family's wealth, managing grantmaking programs alongside Eastlake Planning's broader stewardship functions. Jeff and Tricia Raikes co-founded the foundation, which maintains its own Seattle offices and staff, suggesting operational separation from any private investment management activity that may occur under the Eastlake Planning entity.

What sectors does the Raikes Foundation target?

The foundation's grantmaking concentrates on two areas: education equity, including postsecondary access and K–12 systems improvement, and youth homelessness prevention with an emphasis on upstream interventions. The foundation does not make for-profit investments through its core programs, distinguishing its approach from mission-related investment strategies employed by other family offices.

Does Eastlake Planning manage external capital or accept outside investors?

There is no public indication that Eastlake Planning accepts external capital or operates as a multi-family office. The entity appears structured as a single-family office serving the Raikes family, consistent with the private wealth management architectures common among Seattle-area Microsoft-origin families. External relationships exist through foundation grantmaking rather than investment partnerships.

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