Investment adviser · CRD 288300
LAKE STREET ADVISORS
Investment adviser filing (IA)
LAKE STREET ADVISORS GROUP, LLC
PORTSMOUTH, NH, United States · Form ADV filed May 23, 2024
- Regulatory AUM
- $3.11B Form ADV · Item 5.F
- Client accounts
- 1,858 Accounts, not individual clients
- Employees
- 45 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 92 | $3,105,430,853 | 99.9% |
| Charities | Fewer than 5 | $3,382,896 | 0.1% |
Filing source
Form ADV 1873948 · May 23, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: May 23, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
145 MAPLEWOOD AVENUE, SUITE 210PORTSMOUTH, NH, 03801, United States
CRD 288300
Filing source
Form ADV 1873948 · May 23, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.