LAKEVILLE ASSOCIATES, LLC

Overview

Lakeville Associates, LLC is a small, single-office advisory firm that functions primarily as a sponsor and general partner for pooled investment vehicles. Organized as a limited liability company and registered with the SEC in 2018, the firm operates under an individual ownership structure and classifies itself outside standard advisory categories. Its reported activities emphasize acting as an investment adviser and sponsor — serving as GP and managing member for at least one pooled vehicle rather than operating as a broad retail RIA. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices