Lakemore Partners Management US LLC

RIASEC RegisteredEst. 2021
Total AUM
$417M
Discretionary
$417M
100% of AUM
Avg account
$139M
Accounts
3
Employees
10
Advisory reps
6

Firm details

Headquarters
Difc,
CRD number
311223
Registered since
July 22, 2021
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lakemore Partners Management US LLC is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2021 and reports a client base made up of institutional investors. Its principal advisory activity is portfolio management for pooled investment vehicles; it also acts in sponsor and general partner roles for such vehicles. Ownership is listed as a mix of a foreign entity and an individual. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not describe pension consulting or multi-state advisory practices. Fee arrangements are categorized as "Other."

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Peter Litvin

    Peter Litvin

    Managing Director, Chief Operating OfficerCRD 6936419

Contacts

3 of 5
  • Mehmet Timur

    Senior Compliance ManagerCRD 8262233

  • Ahmed Alaulaqi

    Financial ProfessionalCRD 6363344

  • Daniel Norman

    Daniel Norman

    ​Senior PartnerCRD 1445385

Unlock 2 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

Difc, null

Location

Difc, null

Headquartered in Difc, null.

Address
1611 Index Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth