LAKE ROAD ADVISORS, LLC
CRD #281657 SEC #801-117338 CORNING, NY (607) 438-2914
SEC Registered
Total AUM
$67.9M
Discretionary
$60.4M
Employees
2
Clients
25
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $78.1M | $72.5M | $5.6M | 2 | 14 |
| Jan 2025 | $67.9M | $60.4M | $7.6M | 2 | 11 |
| Dec 2024 | $67.9M | $60.4M | $7.6M | 2 | 11 |
| Oct 2024 | $67.9M | $60.4M | $7.6M | 2 | 11 |
| Jan 2024 | $67.9M | $60.4M | $7.6M | 2 | 11 |
| Jan 2023 | $57.5M | $47.3M | $10.3M | 2 | 22 |
| Mar 2022 | $61.4M | $48.9M | $12.5M | 2 | 22 |
| Feb 2022 | $61.4M | $48.9M | $12.5M | 1 | 22 |
| Jan 2022 | $61.4M | $48.9M | $12.5M | 1 | 22 |
| Nov 2021 | $48.6M | $37.3M | $11.3M | 2 | 12 |
| Jun 2021 | $48.6M | $37.3M | $11.3M | 2 | 12 |
| Jan 2021 | $48.6M | $37.3M | $11.3M | 2 | 12 |
| Jan 2021 | $48.6M | $37.3M | $11.3M | 2 | 12 |
| Oct 2020 | $38M | $28M | $10M | 2 | 12 |
| May 2020 | $38M | $28M | $10M | 2 | 12 |
| Jan 2020 | $38M | $28M | $10M | 2 | 12 |
| Sep 2019 | $32.5M | $23.1M | $9.4M | 1 | 15 |
| Aug 2019 | $32.5M | $23.1M | $9.4M | 1 | 15 |
| Aug 2019 | $32.5M | $23.1M | $9.4M | 1 | 15 |
DateJan 2025
Total AUM$78.1M
Discretionary$72.5M
Non-Disc.$5.6M
Employees2
Clients14
DateJan 2025
Total AUM$67.9M
Discretionary$60.4M
Non-Disc.$7.6M
Employees2
Clients11
DateDec 2024
Total AUM$67.9M
Discretionary$60.4M
Non-Disc.$7.6M
Employees2
Clients11
DateOct 2024
Total AUM$67.9M
Discretionary$60.4M
Non-Disc.$7.6M
Employees2
Clients11
DateJan 2024
Total AUM$67.9M
Discretionary$60.4M
Non-Disc.$7.6M
Employees2
Clients11
DateJan 2023
Total AUM$57.5M
Discretionary$47.3M
Non-Disc.$10.3M
Employees2
Clients22
DateMar 2022
Total AUM$61.4M
Discretionary$48.9M
Non-Disc.$12.5M
Employees2
Clients22
DateFeb 2022
Total AUM$61.4M
Discretionary$48.9M
Non-Disc.$12.5M
Employees1
Clients22
DateJan 2022
Total AUM$61.4M
Discretionary$48.9M
Non-Disc.$12.5M
Employees1
Clients22
DateNov 2021
Total AUM$48.6M
Discretionary$37.3M
Non-Disc.$11.3M
Employees2
Clients12
DateJun 2021
Total AUM$48.6M
Discretionary$37.3M
Non-Disc.$11.3M
Employees2
Clients12
DateJan 2021
Total AUM$48.6M
Discretionary$37.3M
Non-Disc.$11.3M
Employees2
Clients12
DateJan 2021
Total AUM$48.6M
Discretionary$37.3M
Non-Disc.$11.3M
Employees2
Clients12
DateOct 2020
Total AUM$38M
Discretionary$28M
Non-Disc.$10M
Employees2
Clients12
DateMay 2020
Total AUM$38M
Discretionary$28M
Non-Disc.$10M
Employees2
Clients12
DateJan 2020
Total AUM$38M
Discretionary$28M
Non-Disc.$10M
Employees2
Clients12
DateSep 2019
Total AUM$32.5M
Discretionary$23.1M
Non-Disc.$9.4M
Employees1
Clients15
DateAug 2019
Total AUM$32.5M
Discretionary$23.1M
Non-Disc.$9.4M
Employees1
Clients15
DateAug 2019
Total AUM$32.5M
Discretionary$23.1M
Non-Disc.$9.4M
Employees1
Clients15