LAKEWOOD ASSET MANAGEMENT, LLC
CRD #174887 SEC #801-113632 NAPERVILLE, IL 312-543-1772
SEC Registered
Total AUM
$220.2M
Discretionary
$202.7M
Employees
4
Clients
0
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $220.2M | $202.7M | $17.5M | 4 | 0 |
| Mar 2025 | $220.2M | $202.7M | $17.5M | 4 | 0 |
| Jun 2024 | $208.4M | $191.2M | $17.2M | 4 | 0 |
| Jun 2024 | $208.4M | $191.2M | $17.2M | 4 | 0 |
| Jun 2024 | $208.4M | $191.2M | $17.2M | 4 | 0 |
| Jun 2024 | $208.4M | $191.2M | $17.2M | 4 | 0 |
| Feb 2024 | $208.4M | $191.2M | $17.2M | 4 | 0 |
| Oct 2023 | $188.8M | $172.8M | $16M | 3 | 0 |
| Mar 2023 | $188.8M | $172.8M | $16M | 3 | 0 |
| Nov 2022 | $189.9M | $168.6M | $21.3M | 3 | 0 |
| Mar 2022 | $189.9M | $168.6M | $21.3M | 3 | 0 |
| Jun 2021 | $191.1M | $161M | $30.1M | 3 | 0 |
| Mar 2021 | $191.1M | $161M | $30.1M | 3 | 0 |
| Jun 2020 | $159.7M | $137.1M | $22.6M | 3 | 0 |
| Mar 2020 | $159.7M | $137.1M | $22.6M | 3 | 0 |
| Mar 2019 | $162.6M | $131.3M | $31.2M | 3 | 0 |
| Aug 2018 | $140.4M | $130.1M | $10.4M | 233 | 0 |
| Jun 2018 | $140.4M | $130.1M | $10.4M | 233 | 0 |
DateJul 2025
Total AUM$220.2M
Discretionary$202.7M
Non-Disc.$17.5M
Employees4
Clients0
DateMar 2025
Total AUM$220.2M
Discretionary$202.7M
Non-Disc.$17.5M
Employees4
Clients0
DateJun 2024
Total AUM$208.4M
Discretionary$191.2M
Non-Disc.$17.2M
Employees4
Clients0
DateJun 2024
Total AUM$208.4M
Discretionary$191.2M
Non-Disc.$17.2M
Employees4
Clients0
DateJun 2024
Total AUM$208.4M
Discretionary$191.2M
Non-Disc.$17.2M
Employees4
Clients0
DateJun 2024
Total AUM$208.4M
Discretionary$191.2M
Non-Disc.$17.2M
Employees4
Clients0
DateFeb 2024
Total AUM$208.4M
Discretionary$191.2M
Non-Disc.$17.2M
Employees4
Clients0
DateOct 2023
Total AUM$188.8M
Discretionary$172.8M
Non-Disc.$16M
Employees3
Clients0
DateMar 2023
Total AUM$188.8M
Discretionary$172.8M
Non-Disc.$16M
Employees3
Clients0
DateNov 2022
Total AUM$189.9M
Discretionary$168.6M
Non-Disc.$21.3M
Employees3
Clients0
DateMar 2022
Total AUM$189.9M
Discretionary$168.6M
Non-Disc.$21.3M
Employees3
Clients0
DateJun 2021
Total AUM$191.1M
Discretionary$161M
Non-Disc.$30.1M
Employees3
Clients0
DateMar 2021
Total AUM$191.1M
Discretionary$161M
Non-Disc.$30.1M
Employees3
Clients0
DateJun 2020
Total AUM$159.7M
Discretionary$137.1M
Non-Disc.$22.6M
Employees3
Clients0
DateMar 2020
Total AUM$159.7M
Discretionary$137.1M
Non-Disc.$22.6M
Employees3
Clients0
DateMar 2019
Total AUM$162.6M
Discretionary$131.3M
Non-Disc.$31.2M
Employees3
Clients0
DateAug 2018
Total AUM$140.4M
Discretionary$130.1M
Non-Disc.$10.4M
Employees233
Clients0
DateJun 2018
Total AUM$140.4M
Discretionary$130.1M
Non-Disc.$10.4M
Employees233
Clients0