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Lakewood Asset Management, LLC

● SEC registered since 2018CRD 174887SEC# 801-113632Naperville, IL
Export (members)
Reg. AUM
$220.2M
Employees
4
Accounts
340
Location
Naperville, IL

Lakewood Asset Management, LLC assets under management

Lakewood Asset Management, LLC is a registered investment adviser overseen by the SEC based in Naperville, IL. The firm has been registered since 2018. It reports $220.2 million in regulatory assets under management and employs 4 people.
www.lakewoodasset.comView on SEC.gov ↗

Lakewood Asset Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Deerwood Asset Management LLC ControlMember25-50%2015
Greenview LLC ControlMember25-50%2015
Securus Investment Management LLC ControlMember25-50%2018
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Frequently asked questions

How much does Lakewood Asset Management, LLC manage?

Lakewood Asset Management, LLC reports $220.2 million in regulatory assets under management on its Form ADV.

How many employees does Lakewood Asset Management, LLC have?

Lakewood Asset Management, LLC reports 4 employees.

Where is Lakewood Asset Management, LLC located?

Lakewood Asset Management, LLC is based in Naperville, IL and has been SEC-registered since 2018.

Does Lakewood Asset Management, LLC disclose fund performance?

Lakewood Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address225 W Jefferson Avenue, Suite 102, Naperville, IL 60540
Phone312-543-1772
Office hours8:00a.m.-4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.7M
Non-discretionary$17.5M
Total (RAUM)$220.2M