Be advised. This firm is no longer registered.

Lakewater Capital LLC

Lakewater Capital LLC (CRD# 169909) is a financial advisory firm headquartered in Skaneateles, NY. They manage $90,190,679 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3 Fennel Street, Suite 3, Skaneateles, NY 13152
http://www.lakewatercapital.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $30,063,560
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Lakewater Capital LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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