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 classified as an investment bank. The firm has been SEC-registered since 2012. Filings indicate ownership involves both a domestic entity and an individual, and the firm is not structured as a capital allocator. Available records do not describe a traditional advisory business model: Lake Street Capital Markets is not listed as a multi-state adviser, is not a pension consultant, and is not identified as an active ESG investor. Publicly reported business and advisory activities have not been provided, which suggests the firm's primary footprint is transactional and investment-banking oriented rather than running discretionary advisory programs.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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