LAKEWOOD ASSET MANAGEMENT, LLC

{{ Info.Overview }}
cb

Company Profile

As of Date 08/25/2026
ADV Location United States, IL
Websites
AUM* 252,155,064 19%
of that, discretionary 232,191,283 19%
Number of Employees 6 20%
of those in investment advisory functions 5
Private Fund GAV* 5,657,413
Avg Account Size 654,948 17%
High Net Worth 44.87% 11%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

229M 196M 163M 131M 98M 65M 33M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM