LAKE PARTNERS,INC.
CRD #107504 SEC #801-38929 STAMFORD, CT 203-661-5100
SEC Registered
Total AUM
$76.4M
Discretionary
$76.4M
Employees
6
Clients
1
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $31.2M | $30.3M | $894K | 4 | 0 |
| Jan 2019 | $76.4M | $76.4M | $4K | 6 | 3 |
| May 2018 | $76.4M | $76.4M | $4K | 6 | 3 |
| Mar 2018 | $76.4M | $76.4M | $4K | 5 | 3 |
| Mar 2017 | $146M | $146M | $5.5K | 7 | 26 |
| Jan 2017 | $270.9M | $270.5M | $339K | 7 | 26 |
| Mar 2016 | $270.9M | $270.5M | $339K | 7 | 26 |
| Mar 2015 | $539.8M | $532.2M | $7.6M | 10 | 26 |
| Mar 2015 | $686.3M | $620M | $66.3M | 8 | 26 |
| Aug 2014 | $686.3M | $620M | $66.3M | 8 | 26 |
| Jul 2014 | $686.3M | $620M | $66.3M | 8 | 26 |
| Mar 2014 | $686.3M | $620M | $66.3M | 8 | 26 |
| Oct 2013 | $486M | $419.5M | $66.4M | 7 | 26 |
| Mar 2013 | $486M | $419.5M | $66.4M | 7 | 26 |
| Jul 2012 | $412.1M | $344M | $68.1M | 6 | 26 |
| Mar 2012 | $412.1M | $344M | $68.1M | 6 | 26 |
| Mar 2008 | $406M | $133.6M | $272.5M | 10 | -- |
| Mar 2007 | $543.2M | $135.3M | $407.8M | 10 | -- |
| Mar 2006 | $422.5M | $112.1M | $310.4M | 10 | -- |
| Mar 2002 | $186.2M | $50.5M | $135.7M | 10 | -- |
DateMar 2019
Total AUM$31.2M
Discretionary$30.3M
Non-Disc.$894K
Employees4
Clients0
DateJan 2019
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$4K
Employees6
Clients3
DateMay 2018
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$4K
Employees6
Clients3
DateMar 2018
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$4K
Employees5
Clients3
DateMar 2017
Total AUM$146M
Discretionary$146M
Non-Disc.$5.5K
Employees7
Clients26
DateJan 2017
Total AUM$270.9M
Discretionary$270.5M
Non-Disc.$339K
Employees7
Clients26
DateMar 2016
Total AUM$270.9M
Discretionary$270.5M
Non-Disc.$339K
Employees7
Clients26
DateMar 2015
Total AUM$539.8M
Discretionary$532.2M
Non-Disc.$7.6M
Employees10
Clients26
DateMar 2015
Total AUM$686.3M
Discretionary$620M
Non-Disc.$66.3M
Employees8
Clients26
DateAug 2014
Total AUM$686.3M
Discretionary$620M
Non-Disc.$66.3M
Employees8
Clients26
DateJul 2014
Total AUM$686.3M
Discretionary$620M
Non-Disc.$66.3M
Employees8
Clients26
DateMar 2014
Total AUM$686.3M
Discretionary$620M
Non-Disc.$66.3M
Employees8
Clients26
DateOct 2013
Total AUM$486M
Discretionary$419.5M
Non-Disc.$66.4M
Employees7
Clients26
DateMar 2013
Total AUM$486M
Discretionary$419.5M
Non-Disc.$66.4M
Employees7
Clients26
DateJul 2012
Total AUM$412.1M
Discretionary$344M
Non-Disc.$68.1M
Employees6
Clients26
DateMar 2012
Total AUM$412.1M
Discretionary$344M
Non-Disc.$68.1M
Employees6
Clients26
DateMar 2008
Total AUM$406M
Discretionary$133.6M
Non-Disc.$272.5M
Employees10
Clients--
DateMar 2007
Total AUM$543.2M
Discretionary$135.3M
Non-Disc.$407.8M
Employees10
Clients--
DateMar 2006
Total AUM$422.5M
Discretionary$112.1M
Non-Disc.$310.4M
Employees10
Clients--
DateMar 2002
Total AUM$186.2M
Discretionary$50.5M
Non-Disc.$135.7M
Employees10
Clients--