Lake Street Advisors

EST. AUM
$3,108,813,749

CONTACTS
7

CLIENT ACCOUNTS
1,858

Firm Details

Metro area Manchester, NH
CRD Number 288300
Website lakestreetadvisors.com
Client types

Overview

Lake Street Advisors is now part of SCS Financial, Focus Partners Family Office and OCIO Lake Street Advisors is an RIA multi-family office. They are primarily based out of their Portsmouth, New Hampshire office. They also have a Boston office as well. Traditionally, they have allocated across all asset classes: equities, fixed-income, and alternatives. On the alternatives side, where they have a heavy emphasis on their manager selection, they have allocated to more niche private equity segments of the market, as well as venture and growth equity, which is a little bit unique for an RIA. On the equity side, the majority of their business has been more passively oriented, so through ETFs. Not as much opportunity there for traditional active managers within equity.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lake Street Advisors

Platform Details

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