LAKESIDE DRIVE MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$372M
Discretionary
$372M
100% of AUM
Avg account
$23.3M
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
Birmingham, Michigan
CRD number
306808
Registered since
April 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lakeside Drive Management LLC is an SEC-registered investment adviser organized as a limited liability company in 2022. The firm operates as a private equity fund sponsor and adviser, providing portfolio management for pooled investment vehicles and serving institutional clients. Ownership is held by an individual, and the firm acts as sponsor, general partner, and managing member of its pooled vehicles. The firm's compensation mix combines a percentage-of-assets fee with performance-based fees, reflecting typical GP economics for private equity vehicles. Lakeside Drive does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser roles among its activities.

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
  • Eric Singer

    Owner, Chief Compliance OfficerCRD 7713477

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

Birmingham, MI

OAKLAND

Location

Birmingham, MI

Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
677 Harmon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth