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South Lakeview, LLC

● SEC registered since 2011CRD 157240SEC# 801-72281
Export (members)
Reg. AUM
$390M
Employees
1
Accounts
3
Location

South Lakeview, LLC assets under management

South Lakeview, LLC is an SEC-registered investment adviser. The firm has been registered since 2011. It reports $390 million in regulatory assets under management and employs 1 people.

South Lakeview, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Benjamin Tompkins ControlManaging Member/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does South Lakeview, LLC manage?

South Lakeview, LLC reports $390 million in regulatory assets under management on its Form ADV.

How many employees does South Lakeview, LLC have?

South Lakeview, LLC reports 1 employees.

Does South Lakeview, LLC disclose fund performance?

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

Contact & registration

Phone303-804-0339
Fax303-804-0339
Office hoursBy Appointments
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25M
Non-discretionary$365M
Total (RAUM)$390M