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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lake Road Advisors LLC
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| CRD # | 281657 |
| SEC # | 801-117338 |
| CIK # | |
| AUM | $78.1 M (2025-01-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 607-438-2914 |
| Address | 5 East Market Street Corning, NY 14830 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 9.0 |
| (b) Individuals (high net worth individuals) | 76 | 63.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 78.1 |
| By Discretionary | ||
| Discretionary | 126 | 72.5 |
| Non-Discretionary | 5 | 5.6 |
| Total | 131 | 78.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 78.1 | |
| Total | 131 | 78.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
Wealthspan Investment Management LLC
✚
|
MI | 0.1 |
|
Stratacore Capital Management LLC
✚
|
NY | 0.1 |
|
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
|
Pegasus Group LLC
✚
|
NJ | 0.1 |
|
Opportunus Wealth Management LLC
✚
|
0.1 | |
|
Revere Wealth Management LLC
✚
|
NY | 0.1 |
|
HTAA LLC
✚
|
IL | 0.1 |
|
Exceed Advisory LLC
✚
|
NY | 0.1 |
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |