Investment adviser · CRD 150966

LAKEVIEW CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 14, 2013

Regulatory AUM
$70M
Form ADV · Item 5.F
Client accounts
363
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
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 14, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

75 FOURTEENTH STREET, SUITE 2400
ATLANTA, GA, 30309, United States

CRD 150966

Filing source

Form ADV 714483 · Mar 14, 2013 · 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.