Lakeview Investment Group LLC

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Assets, Funds, Holdings

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Lakeview Investment Group LLC
CRD #139583
SEC #801-66197
CIK #
AUM
Employees
Phone312-245-2910
Address415 N LaSalle Street
Chicago, IL 60610
Source [IAPD]
Total AUM ($MM)
30241812602004201020162023
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Lakeview Fund LP [2012-04-04] 11.0 6.4
HF Lakeview Fund Ltd [2012-04-04] 3.3 2.4
HF Lakeview Fund QP LP [2012-04-04] 78.5 62.6
HF Lakeview Master Fund Ltd 2012-04-04 65.0
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 26.0
By Discretionary
Discretionary 1 26.0
Non-Discretionary 0 0.0
Total 1 26.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 26.0
Total 1 26.0
Form D Directors # Filings # Firms 2011 - 2024
Ronan Guilfoyle 345
Ari Levy 8
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