Lakeview Capital Partners is an investment advisor in Atlanta with $576.08 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
460955252
SEC advisor number
801-78287
FINRA CRD number
165931
AUM ?
$576.08 mm
(as of 18 Apr 22)
Accounts
1,937
(as of 18 Apr 22)
Employees
13
(10 investment advisory or research)
Address
Lakeview Capital Partners
1201 PEACHTREE STREET, NE
SUITE 1850
ATLANTA
GA 30361
1201 PEACHTREE STREET, NE
SUITE 1850
ATLANTA
GA 30361
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
404-841-2224
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rice, Charles, Edward | Chief Executive Officer/manager/chief Compliance Officer | 01/2021 | < 5% |
Thruston, Erin, Marie | Chief Operating Officer | 01/2022 | < 5% |
Bison Holdings, LLC | Owner | 12/2021 | > 75% |
Teton Capital Partners LLC | Member | 03/2021 | 25-50% |
East Asset Management, LLC | Member | 03/2021 | 50-75% |
Pegula, Terrence, M | Managing Member | 07/2010 | 50-75% |
Ball, George, Bradley | CEO & Managing Member | 12/2020 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21