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| Happy Holidays!! thanks for using AUM13F!! |
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001421594 0002057465 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| Apple Inc | 2.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Coca Cola Co | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| American Express Co | 1.8 | ||
| Procter & Gamble Co | 1.7 | ||
| Facebook Inc | 1.7 | ||
| Alibaba Group Holding Ltd | 1.6 | ||
| Netflix Inc | 1.5 | ||
| Goldman Sachs Group Inc | 1.4 | ||
| Johnson & Johnson | 1.3 | ||
| Wal Mart Stores Inc | 1.3 | ||
| J P Morgan Chase & Co | 1.3 | ||
| VISA Inc | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
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