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 privately held LLC that registers with the SEC and focuses on institutional clients. The firm was registered in 2021 and concentrates its advisory activity on managing pooled investment vehicles rather than providing individual household wealth management. Ownership is reported as involving both a foreign entity and an individual. Lakemore does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser to another registered firm. On the operational side, the firm functions in sponsor and general partner roles for pooled vehicles and serves as a managing member for those structures. Its stated fee structure falls outside the common retail models, and it does not present itself as a capital allocator to third-party managers.

Assets & Accounts

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

1 of 1
  • 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

    ​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