Lake Street Advisors is an investment advisor in Portsmouth with $2.89 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820706296
SEC advisor number
801-110455
FINRA CRD number
288300
AUM ?
$3.11 bn
(as of 28 Mar 24)
Accounts
1,858
(as of 28 Mar 24)
Employees
45
(22 investment advisory or research)
Address
Lake Street Advisors
25 CHESTNUT STREET
SUITE 200 NORTH
PORTSMOUTH
NH 03801
25 CHESTNUT STREET
SUITE 200 NORTH
PORTSMOUTH
NH 03801
Phone
603-610-4100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21