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| Lakeshore Capital Group Inc
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|---|---|
| CRD # | 325609 |
| SEC # | 801-127919 |
| CIK # | 0001421594, 0002057465 |
| AUM | $153.2 M (2025-05-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 847-701-0400 |
| Address | 1811 Hicks Road Rolling Meadows, IL 60008 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| Apple Inc | 2.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Coca Cola Co | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| American Express Co | 1.8 | ||
| Procter & Gamble Co | 1.7 | ||
| Facebook Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 74.9 |
| (b) Individuals (high net worth individuals) | 39 | 78.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 153.2 |
| By Discretionary | ||
| Discretionary | 557 | 143.8 |
| Non-Discretionary | 43 | 9.4 |
| Total | 600 | 153.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.2 | |
| Total | 600 | 153.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001421594] | |
| 13F-HR | [0002057465] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadwater Capital Management LLC
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|
MA | 0.2 |
|
Syntheticfi LLC
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|
CA | 0.2 |
|
One Wealth Management Investment and Advisory Services LLC
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FL | 0.2 |
|
McCulley Financial Group LLC
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|
IL | 0.2 |
|
R F Lafferty & Co Inc
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|
NY | 0.2 |
|
Wealth Advisors LLC
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OH | 0.2 |
|
CornerStone Investment Advisors LLC
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|
CO | 0.2 |
|
Daviman Financial LLC
✚
|
0.2 | |
|
OT Financial LLC
✚
|
OH | 0.2 |
|
Investor Advisory Group LLC
✚
|
NC | 0.2 |