LAKEWOOD HUGHES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GRAND RAPIDS, Michigan
CRD number
313012

Firm profile

FINTRX

Overview

Lakewood Hughes, LLC is organized as a limited liability company that operates primarily in real estate-related financial activities. The firm acts as a sponsor and general partner and serves as the managing member of pooled investment vehicles, which indicates its business model centers on originating, packaging and operating private real estate investments rather than providing traditional discretionary investment advisory services to retail advisory accounts. Regulatory and industry descriptors list the firm under other financial product sales activities, pointing to capital-raising, deal sponsorship and placement roles. The firm is not identified as an active ESG investor or a multi‑state registered adviser. Investment preferences and manager allocation focus appear concentrated on real estate transactions and pooled vehicle structures — acquiring assets or interests, forming sponsor-led vehicles, and overseeing property-level management or repositioning. Those activities typically imply a bias toward illiquid, private-market allocations (equity and potentially property-level debt), structuring sponsor economics (acquisition fees, asset-management fees, carried interest) and partnering with capital sources that prefer closed-end or syndicated formats.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JAMES BUZZITTA

    FounderCRD 7341410

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GRAND RAPIDS, MI

KENT

Location

GRAND RAPIDS, MI

Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
KENT
Address
1300 Michigan St NE
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth