LAKE STREET ADVISORS, LLC

LAKE STREET ADVISORS, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 125471). Regulatory assets under management: $2.7B.

Registration

• CRD: 125471
• SEC file number: 801-78869
• Type: Registered investment adviser
• Location: 25 CHESTNUT STREET, SUITE 200 NORTH, PORTSMOUTH, NH, 03801
• Phone: 603-610-4100
• Latest filing: 2017-03-30
• Regulatory AUM: $2.7B
• Discretionary AUM: $909.4M
• Non-discretionary AUM: $1.7B
• Clients: 29
• Accounts: 1,554

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 125471 on SEC IAPD (source of record)
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