RIA Intel›Advisers›New Hampshire›LAKE STREET ADVISORS GROUP, LLC

LAKE STREET ADVISORS GROUP, LLC

Advisory

N·PORTSMOUTH, NH

Data as of May 23, 2024 · Source: SEC Form ADV

Total AUM

$3.1B

1-Year AUM Growth

+7.6%

3-Year CAGR

+2.3%

Employees

22

Assets Under Management

Total AUM$3.1B

Discretionary AUM$1.3B

Non-Discretionary AUM$1.8B

Discretionary %40.6%

Total Clients—

Team

Total Employees22

Investment Advisers45

Employee Growth (1Y)+4.8%

Filing History

Total Filings on Record26

First FilingApr 13, 2017

Latest FilingMay 23, 2024

🔒 Full AUM trend chart and 26 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LAKE STREET ADVISORS GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.