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Building 2LAKE PARTNERS,INC.

Map pinSTAMFORD, CT
Phone203-661-5100
NotebookSEC #801-38929
Total AUM
$31.2M
Employees
4
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 HIGH RIDGE PARK
SUITE 300
STAMFORD
CT 06905-1325
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
203-661-5100
Other Offices
1

ReceiptFinancials

Total AUM
$31.2M
Accounts
54
Discretionary
$30.3M
Accounts
51
Non-Discretionary
$894K
Accounts
3

ContactClients

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Individual Clients
10
AUM
$2.4M
HNW Individual Clients
13
AUM
$26.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CUSTOM CONSULTING FOR INSTITUTIONS AND PRIVATE INVESTORS ON MULTI-MANAGER PORTFOLIOS, HEDGE FUNDS AND ALTERNATIVE INVESTMENTS.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CACTNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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