Squam Lakes Investment Management, LLC

Overview

Squam Lakes Investment Management, LLC is a small, privately owned limited liability company that provides portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and reports portfolio management as its primary advisory activity. It identifies its client base as individuals and families, does not position itself as a capital allocator, and is not an active ESG investor. The adviser is not registered as a multi-state firm and is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices