Lakeview capital partners institutional com Lakeview Capital Partners - Institutional Wealth I, LLC was registered on Sep 04 2015 as a domestic limited liability company type with the address 79 West Paces Ferry Road, Suite 200A, Atlanta, GA, 30305, USA. At our foundation is an innovative technology platform and engagement with strategic partners as needed to enhance firm-wide capabilities and deliver institutional-quality advice with personal, customized service. , the family office of Jay Alix. The company id for this entity is 15086466. Owned and operated Lakeview Capital Partners - Institutional Wealth I, LLC was registered on Sep 04 2015 as a domestic limited liability company type with the address 79 West Paces Ferry Road, Suite 200A, Atlanta, GA, 30305, USA. LCP Institutional, LLC (LCPI) registered with the U. The agent name for this entity is: Brian Simmons. Lakeview Capital Partners, LLC has disclosed 319 total holdings in their latest SEC filings. S. We consult to clients worldwide servicing institutional investors, high net worth individuals and families, and socially responsible investors. Lakeview Institutional is the institutional consulting division of Lakeview Capital Partners, an independent wealth management firm located in Atlanta, Georgia. President LCP Institutional LLC · Experienced Investment Consultant servicing Not for Profit Institutions, High Net Individuals specializing in Socially Responsible Investing. By setting the new standard in wealth management, we remove systemic obstacles that hinder the advisor-client relationship. Lakeview Investment Partners LLC ("Lakeview"), is the private investment arm of Lakeview Capital, Inc. Greater Atlanta Area Advise and educate clients using a structured investment process Lakeview Capital Partners is an innovative wealth management firm committed to evolving the space and setting the new standard in investment strategies and client collaboration. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 470-326-7920 or by emailing contact@lcpi. The family office is our sole Limited Partner, so the nature of the capital we manage is patient and flexible, with a uniform objective: long-term compounded growth. Most recent portfolio value is calculated to be $ 453,958,810 USD. . We have no fixed “exit date. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended. · Experience: Lakeview Capital Partners is an innovative wealth management firm committed to evolving the space and setting the new standard in investment strategies and client collaboration. com At our foundation is an innovative technology platform and engagement with strategic partners as needed to enhance firm-wide capabilities and deliver institutional-quality advice with personal, customized service. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Our team members have deep experience in the areas of operations, finance, corporate governance, consulting and private equity investing. Lakeview aims to grow this capital by partnering with world-class management teams and investing in industry-leading, middle-market companies. ” President Lakeview Institutional Wealth Lakeview Capital Partners Sep 2015 - Mar 2021 5 years 7 months.
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