LAKE STREET ADVISORS GROUP, LLC
Legal name: LAKE STREET ADVISORS
CRD #288300 SEC #801-110455 PORTSMOUTH, NH 603-610-4100
SEC Registered Private Funds
Total AUM
$3.1B
Discretionary
$1.3B
Employees
45
Clients
51
Accounts
1,858
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $3.1B | $1.3B | $1.8B | 45 | 7 |
| Mar 2024 | $3.1B | $1.3B | $1.8B | 45 | 7 |
| Sep 2023 | $2.9B | $1.1B | $1.8B | 43 | 11 |
| May 2023 | $2.9B | $1.1B | $1.8B | 43 | 11 |
| Mar 2023 | $2.9B | $1.1B | $1.8B | 43 | 11 |
| Nov 2022 | $3.4B | $1.3B | $2.1B | 35 | 8 |
| Jun 2022 | $3.4B | $1.3B | $2.1B | 35 | 8 |
| Mar 2022 | $3.4B | $1.3B | $2.1B | 35 | 8 |
| Nov 2021 | $2.9B | $982.1M | $1.9B | 33 | 7 |
| Jun 2021 | $2.9B | $982.1M | $1.9B | 33 | 7 |
| Mar 2021 | $2.9B | $982.1M | $1.9B | 33 | 7 |
| May 2020 | $2.6B | $753.4M | $1.9B | 29 | 8 |
| May 2020 | $2.6B | $753.4M | $1.9B | 29 | 8 |
| Apr 2020 | $2.6B | $753.4M | $1.9B | 29 | 8 |
| Apr 2020 | $2.6B | $753.4M | $1.9B | 29 | 8 |
| Mar 2020 | $2.6B | $753.4M | $1.9B | 29 | 8 |
| Mar 2019 | $2.1B | $554.6M | $1.5B | 25 | 9 |
| Oct 2018 | $2.3B | $577.9M | $1.7B | 29 | 3 |
| Aug 2018 | $2.8B | $584.6M | $2.2B | 29 | 3 |
| May 2018 | $3.1B | $876.5M | $2.3B | 29 | 0 |
| Mar 2018 | $3.1B | $876.5M | $2.3B | 29 | 0 |
| Sep 2017 | $2.9B | $930.5M | $2B | 29 | 26 |
| Aug 2017 | $2.9B | $930.5M | $2B | 29 | 26 |
| Aug 2017 | $2.9B | $930.5M | $2B | 29 | 26 |
| Apr 2017 | $2.1B | $816.3M | $1.2B | 29 | 26 |
| Apr 2017 | $2.1B | $816.3M | $1.2B | 29 | 26 |
DateMay 2024
Total AUM$3.1B
Discretionary$1.3B
Non-Disc.$1.8B
Employees45
Clients7
DateMar 2024
Total AUM$3.1B
Discretionary$1.3B
Non-Disc.$1.8B
Employees45
Clients7
DateSep 2023
Total AUM$2.9B
Discretionary$1.1B
Non-Disc.$1.8B
Employees43
Clients11
DateMay 2023
Total AUM$2.9B
Discretionary$1.1B
Non-Disc.$1.8B
Employees43
Clients11
DateMar 2023
Total AUM$2.9B
Discretionary$1.1B
Non-Disc.$1.8B
Employees43
Clients11
DateNov 2022
Total AUM$3.4B
Discretionary$1.3B
Non-Disc.$2.1B
Employees35
Clients8
DateJun 2022
Total AUM$3.4B
Discretionary$1.3B
Non-Disc.$2.1B
Employees35
Clients8
DateMar 2022
Total AUM$3.4B
Discretionary$1.3B
Non-Disc.$2.1B
Employees35
Clients8
DateNov 2021
Total AUM$2.9B
Discretionary$982.1M
Non-Disc.$1.9B
Employees33
Clients7
DateJun 2021
Total AUM$2.9B
Discretionary$982.1M
Non-Disc.$1.9B
Employees33
Clients7
DateMar 2021
Total AUM$2.9B
Discretionary$982.1M
Non-Disc.$1.9B
Employees33
Clients7
DateMay 2020
Total AUM$2.6B
Discretionary$753.4M
Non-Disc.$1.9B
Employees29
Clients8
DateMay 2020
Total AUM$2.6B
Discretionary$753.4M
Non-Disc.$1.9B
Employees29
Clients8
DateApr 2020
Total AUM$2.6B
Discretionary$753.4M
Non-Disc.$1.9B
Employees29
Clients8
DateApr 2020
Total AUM$2.6B
Discretionary$753.4M
Non-Disc.$1.9B
Employees29
Clients8
DateMar 2020
Total AUM$2.6B
Discretionary$753.4M
Non-Disc.$1.9B
Employees29
Clients8
DateMar 2019
Total AUM$2.1B
Discretionary$554.6M
Non-Disc.$1.5B
Employees25
Clients9
DateOct 2018
Total AUM$2.3B
Discretionary$577.9M
Non-Disc.$1.7B
Employees29
Clients3
DateAug 2018
Total AUM$2.8B
Discretionary$584.6M
Non-Disc.$2.2B
Employees29
Clients3
DateMay 2018
Total AUM$3.1B
Discretionary$876.5M
Non-Disc.$2.3B
Employees29
Clients0
DateMar 2018
Total AUM$3.1B
Discretionary$876.5M
Non-Disc.$2.3B
Employees29
Clients0
DateSep 2017
Total AUM$2.9B
Discretionary$930.5M
Non-Disc.$2B
Employees29
Clients26
DateAug 2017
Total AUM$2.9B
Discretionary$930.5M
Non-Disc.$2B
Employees29
Clients26
DateAug 2017
Total AUM$2.9B
Discretionary$930.5M
Non-Disc.$2B
Employees29
Clients26
DateApr 2017
Total AUM$2.1B
Discretionary$816.3M
Non-Disc.$1.2B
Employees29
Clients26
DateApr 2017
Total AUM$2.1B
Discretionary$816.3M
Non-Disc.$1.2B
Employees29
Clients26