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RIA · CRD 315662State-Registered Investment Adviser

Updated:

Herrick Lake Investments

Herrick Lake Investments LLC is a state-registered investment adviser in Naperville, IL. The firm manages approximately $6 million in regulatory assets.

Overview

Herrick Lake Investments LLC is a state-registered investment adviser in Naperville, IL. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Naperville

Corporate office

Mequon, WI, United States

Principals

Paul Herrick

Principal

Sector focus

Real EstatePrivate Credit

Frequently asked questions

What is Herrick Lake's investment strategy?

The firm focuses on direct ownership of income-producing real estate and structured private credit. Target asset classes include multifamily residential and industrial properties, with a geographic emphasis on Wisconsin and the broader Midwest. The strategy avoids speculative development, preferring stabilized assets with in-place cash flow that suit a multi-generational holding period.

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