Lake Street Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
164447
Registered since
November 30, 2012

Firm profile

FINTRX

Overview

Lake Street Capital Markets, LLC is organized as a limited liability company and is registered with the SEC (registration year shown as 2012). FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified in FINTRX as a capital allocator, a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser. The database entry does not include descriptive entries for client segments, fee schedules, or day-to-day advisory activities, so there is limited visibility into the firm's client-facing business model or how it sources and executes mandates from this record alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Paul Mcnamee

    Paul Mcnamee

    Chief Financial OfficerCRD 6788820

  • Michael Townley

    Michael Townley

    Chief Executive OfficerCRD 3112485

Contacts

3 of 44
  • David Mcdonald

    David Mcdonald

    Head of Life Sciences BankingCRD 1130272

  • Chad Messer

    Chad Messer

    Senior Research AnalystCRD 5230255

  • Tyler Burmeister

    Tyler Burmeister

    Senior Research AnalystCRD 6432102

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
121 S 8th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth