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Building 2LAKEWATER CAPITAL LLC

Map pinSKANEATELES, NY
Phone315-295-1520
NotebookSEC #801-78938
Total AUM
$41.4M
Employees
6
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 FENNEL STREET
SUITE 3
SKANEATELES
NY 13152
United States
Operating Hours
8:00 AM - 5:00 PM EST
Monday - Friday
Phone
315-295-1520

ReceiptFinancials

Total AUM
$41.4M
Accounts
8
Discretionary
$41.4M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
7
AUM
$8.1M
Pooled Vehicle Clients
1
AUM
$33.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
DUE DILIGENCE, INVESTMENT ANALYSIS, CONSULTING ON PRIVATE EQUITY & DEBT TRANSACTIONS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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