Investment adviser · CRD 131828

LAKESHORE CAPITAL, LLC

Investment adviser filing (IA)

BIRMINGHAM, AL, United States · Form ADV filed Mar 21, 2016

Regulatory AUM
$37.7M
Form ADV · Item 5.F
Client accounts
111
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 21, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1950 STONEGATE DRIVE, SUITE 335
BIRMINGHAM, AL, 35242, United States

CRD 131828

Filing source

Form ADV 994048 · Mar 21, 2016 · 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.