LAKE STREET ADVISORS GROUP, LLC
LAKE STREET ADVISORS GROUP, LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 288300). Regulatory assets under management: $3.1B.
Registration
- CRD: 288300
- SEC file number: 801-110455
- Type: Registered investment adviser
- Location: 145 MAPLEWOOD AVENUE, SUITE 210, PORTSMOUTH, NH, 03801
- Phone: 603-610-4100
- Latest filing: 2024-05-23
- Regulatory AUM: $3.1B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $1.8B
- Clients: 45
- Accounts: 1,858
Officers, owners & control persons (10)
| Name | Role | Location |
|---|
| DINSMORE RICHARD WILSON | CHIEF COMPLIANCE OFFICER | — |
| GOYETTE ROBERT ARTHUR | MANAGER | — |
| VANSLYKE GREG ALAN | MANAGER; PARTNER | — |
| DECKER CAROLYN BUNTING RYAN | MANAGER; PARTNER | — |
| DURKIN BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| OLSZAK MELISSA | MANAGER; PARTNER | — |
| WEBB NORMAN EUGENE | MANAGER; MANAGER PARTNER; PARTNER | — |
| CHASE JOSEPH WINLOCK | MANAGING PARTNER; PARTNER | — |
| VALLIERE SHAWN T | PARTNER | — |
| Kreger Matthew Robert | CHIEF COMPLIANCE OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| LSA ACCESS FUND LP | Hedge Fund | — | 0 | — | $250K |
Fund service providers (1)
- administrator: NAV CONSULTING, INC.
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