LAKE STREET FINANCIAL LLC

HTTP://WWW.LAKESTREETADVISORS.COM/ CHICAGO, IL Investment Advisor How do I update this listing?

Lake Street Financial is based out of Chicago. Lake Street Financial is a large advisory firm with discretionary assets under management (AUM) of $909,385,492 (Form ADV from 2017-03-30). Their last reported 13F filing for Q1 2019 included $145,468,000 in managed 13F securities and a top 10 holdings concentration of 34.84%. Lake Street Financial's largest holding is Apple Inc with shares held of 48,561. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 8.84%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LAKE STREET ADVISORS, LLC
25 CHESTNUT STREET SUITE 200 NORTH
PORTSMOUTH NH    03801
Country: United States

Business Phone: 603-610-4100
Fax: 603-218-6232
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NH
Number of employees: 29
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,PERCENT OF ASSETS UNDER ADVISEMENT
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

LAKE STREET ADVISORS, LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
GOYETTE, ROBERT, ARTHUR MANAGER/MEMBER 02/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAKE STREET ADVISORS, LLC MANAGER/MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-02-01
LAKE STREET ADVISORS, LLC MANAGER/MEMBER direct 2003-02-01
LAKE STREET ADVISORS GROUP, LLC MANAGER direct 2017-04-01
VANSLYKE, GREG, ALAN MANAGER/MEMBER 02/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAKE STREET ADVISORS, LLC MANAGER/MEMBER direct 2003-02-01
LAKE STREET ADVISORS GROUP, LLC MANAGER direct 2017-04-01
DECKER, CAROLYN, BUNTING RYAN MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAKE STREET ADVISORS, LLC MEMBER direct 2009-08-01
LAKE STREET ADVISORS GROUP, LLC MANAGER direct 2017-04-01
DINSMORE, RICHARD, WILSON CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANAGER FINANCIAL SERVICES INC CCO direct 2003-12-01
LAKE STREET ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
CALIBRE ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER direct 2004-11-01
LAKE STREET ADVISORS GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01

Elevate your investments