LAKE AVENUE FINANCIAL LLC

Overview

Lake Avenue Financial LLC is an independent registered investment adviser that functions as an active capital allocator for both individuals and institutions. The firm provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee options include a percentage of assets under management, hourly charges and fixed fees. Lake Avenue Financial positions itself toward multi‑manager and pooled‑vehicle solutions—especially mutual funds and public pooled funds—while maintaining the capability to incorporate direct-sleeve strategies and separate account managers where appropriate. The firm identifies as an active ESG investor and integrates ESG considerations into manager selection and portfolio construction. Lake Avenue Financial was formed as a limited liability company and is owner‑operated. As a capital allocator, the firm combines core public exposures with allocations to third‑party alternative managers when client objectives and suitability call for private equity, real estate or digital currency exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices