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)

Private funds (1)

Fund service providers (1)

• administrator: NAV CONSULTING, INC.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288300 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search