LAKESHORE CAPITAL, LLC
CRD #131828 SEC #801-63366 BIRMINGHAM, AL 205-313-9000
SEC Registered
Total AUM
$37.7M
Discretionary
$35.7M
Employees
2
Clients
--
Accounts
111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $37.7M | $35.7M | $2M | 2 | 200 |
| Jan 2016 | $95.5M | $77.6M | $17.9M | 3 | 200 |
| Mar 2015 | $95.5M | $77.6M | $17.9M | 3 | 200 |
| Nov 2014 | $118.1M | $113.5M | $4.6M | 3 | 166 |
| Mar 2014 | $118.1M | $113.5M | $4.6M | 3 | 166 |
| Mar 2013 | $109.7M | $105.7M | $4M | 3 | 200 |
| Feb 2012 | $119.6M | $115.9M | $3.8M | 1 | 200 |
| Mar 2011 | $127M | $123.4M | $3.7M | 5 | -- |
| Mar 2009 | $86.9M | $83.9M | $3M | 5 | -- |
| Feb 2009 | $86.9M | $83.9M | $3M | 5 | -- |
| Sep 2008 | $100.5M | $99M | $1.5M | 5 | -- |
| Feb 2008 | $76.4M | $74.9M | $1.5M | 5 | -- |
| Oct 2007 | $76.4M | $74.9M | $1.5M | 5 | -- |
| Aug 2007 | $76.4M | $74.9M | $1.5M | 5 | -- |
| May 2007 | $76.4M | $74.9M | $1.5M | 5 | -- |
| Mar 2007 | $76.4M | $74.9M | $1.5M | 5 | -- |
| Feb 2007 | $76.4M | $74.9M | $1.5M | 5 | -- |
| Feb 2007 | $76.4M | $74.9M | $1.5M | 5 | -- |
| Jan 2007 | $49.6M | $49.2M | $350K | 5 | -- |
| Mar 2006 | $47M | $46.6M | $357K | 5 | -- |
| Sep 2005 | $52M | $48.6M | $3.4M | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2016
Total AUM$37.7M
Discretionary$35.7M
Non-Disc.$2M
Employees2
Clients200
DateJan 2016
Total AUM$95.5M
Discretionary$77.6M
Non-Disc.$17.9M
Employees3
Clients200
DateMar 2015
Total AUM$95.5M
Discretionary$77.6M
Non-Disc.$17.9M
Employees3
Clients200
DateNov 2014
Total AUM$118.1M
Discretionary$113.5M
Non-Disc.$4.6M
Employees3
Clients166
DateMar 2014
Total AUM$118.1M
Discretionary$113.5M
Non-Disc.$4.6M
Employees3
Clients166
DateMar 2013
Total AUM$109.7M
Discretionary$105.7M
Non-Disc.$4M
Employees3
Clients200
DateFeb 2012
Total AUM$119.6M
Discretionary$115.9M
Non-Disc.$3.8M
Employees1
Clients200
DateMar 2011
Total AUM$127M
Discretionary$123.4M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2009
Total AUM$86.9M
Discretionary$83.9M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2009
Total AUM$86.9M
Discretionary$83.9M
Non-Disc.$3M
Employees5
Clients--
DateSep 2008
Total AUM$100.5M
Discretionary$99M
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2008
Total AUM$76.4M
Discretionary$74.9M
Non-Disc.$1.5M
Employees5
Clients--
DateOct 2007
Total AUM$76.4M
Discretionary$74.9M
Non-Disc.$1.5M
Employees5
Clients--
DateAug 2007
Total AUM$76.4M
Discretionary$74.9M
Non-Disc.$1.5M
Employees5
Clients--
DateMay 2007
Total AUM$76.4M
Discretionary$74.9M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2007
Total AUM$76.4M
Discretionary$74.9M
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2007
Total AUM$76.4M
Discretionary$74.9M
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2007
Total AUM$76.4M
Discretionary$74.9M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2007
Total AUM$49.6M
Discretionary$49.2M
Non-Disc.$350K
Employees5
Clients--
DateMar 2006
Total AUM$47M
Discretionary$46.6M
Non-Disc.$357K
Employees5
Clients--
DateSep 2005
Total AUM$52M
Discretionary$48.6M
Non-Disc.$3.4M
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--