RIA Intelligence

LAKEPOINT INVESTMENT PARTNERS LLC

CRD #107972 SEC #801-56465 CLEVELAND, OH 216-621-6001
SEC Registered
Total AUM
$548.2M
Discretionary
$548.2M
Employees
10
Clients
--
Accounts
404

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LAUGHLIN, MARY, LYNNIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
LAUGHLIN, MARY, LYNNIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
LAUGHLIN, MARY, LYNNIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
LAUGHLIN, MARY, LYNNIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
LAUGHLIN, MARY, LYNNIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
LAUGHLIN, MARY, LYNNIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
WANG, DOUGLAS, YUDEHIPRINCIPALD Control
WANG, DOUGLAS, YUDEHIPRINCIPALD Control
WANG, DOUGLAS, YUDEHIPRINCIPALD Control
WANG, DOUGLAS, YUDEHIPRINCIPALD Control
WANG, DOUGLAS, YUDEHIPRINCIPALD Control
WANG, DOUGLAS, YUDEHIPRINCIPALD Control
BENACCI, DAVID, MARKIPRINCIPALC Control
BENACCI, DAVID, MARKIPRINCIPALC Control
BENACCI, DAVID, MARKIPRINCIPALC Control
LAUGHLIN, MARY, LYNNIPRINCIPALC Control
LAUGHLIN, MARY, LYNNIPRINCIPALC Control
LAUGHLIN, MARY, LYNNIPRINCIPALC Control
LONG, CHARLES, EDWARDIPRINCIPALC Control
LONG, CHARLES, EDWARDIPRINCIPALC Control
WANG, DOUGLAS, YUDEHIPRINCIPALC Control
WANG, DOUGLAS, YUDEHIPRINCIPALC Control
WANG, DOUGLAS, YUDEHIPRINCIPALC Control

Registrations

Federal

IA
Mar 26, 2007 REGISTERED

Notice Filings (21)

AZ CA CO CT DC FL GA IL IN MA MI NC NM NY OH PA TX VA WA WI WV

Address

1100 SUPERIOR AVENUE
SUITE 1325
CLEVELAND, OH 44114-1216
USA
Phone: 216-621-6001