|
⚲
|
| South Lakeview LLC
✚
|
|
|---|---|
| CRD # | 157240 |
| SEC # | 801-72281 |
| CIK # | |
| AUM | $390.0 M (2025-04-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 303-804-0339 |
| Address | |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 390.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 390.0 |
| By Discretionary | ||
| Discretionary | 2 | 25.0 |
| Non-Discretionary | 1 | 365.0 |
| Total | 3 | 390.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.0 | |
| Total | 3 | 390.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Oak Capital Partners LLC
✚
|
MA | 0.4 |
|
Riverstone Advisors LLC
✚
|
0.4 | |
|
Spielberger & Brooks Inc
✚
|
NY | 0.4 |
|
Disciplined Equity Management Inc
✚
|
FL | 0.4 |
|
Santori & Peters Inc
✚
|
PA | 0.4 |
|
SARD Wealth Management Group LLC
✚
|
GA | 0.4 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.4 |
|
United Brokerage Services Inc
✚
|
WV | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
G&S Capital LLC
✚
|
CO | 0.4 |