The LAKEVIEW CAPITAL PARTNERS, LLC is a privately held investment adviser that advises $2.74Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LAKEVIEW CAPITAL PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 82.67% over the last 5-years.
The Group has been registered with the SEC for 13.08 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 3550 LENOX ROAD NE SUITE 2550, ATLANTA, GEORGIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 78 employees comprised of 65 investment and 13 non-investment staff. The total number of Employees increased by 56% over the last 5-years.
Their $2.74Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 434 other accounts. Assets of High Net Worth Individuals clients own $1.72Bn or 63% of Total Assets and Individuals own $820.67mn or 30% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
LAKEVIEW CAPITAL PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.