LAKESHORE CAPITAL GROUP, INC.

LAKESHORE CAPITAL GROUP, INC. of ROLLING MEADOWS, IL is an SEC-registered investment adviser (CRD 325609). Regulatory assets under management: $181.5M.

Registration

• CRD: 325609
• SEC file number: 801-127919
• Type: Registered investment adviser
• Location: 1811 HICKS ROAD, ROLLING MEADOWS, IL, 60008
• Phone: 847-701-0400
• Latest filing: 2026-01-21
• Regulatory AUM: $181.5M
• Discretionary AUM: $172.1M
• Non-discretionary AUM: $9.3M
• Clients: 3
• Accounts: 637

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325609 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search