Lake Street Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
164447
Registered since
November 30, 2012

Firm profile

FINTRX

Overview

Lake Street Capital Markets, LLC is organized as a limited liability company and is classified as an investment bank. The firm registered with the SEC in 2012. Ownership is listed as domestic entity / individual rather than a public parent or large institutional owner. Filings indicate the firm does not act as a capital allocator and it is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source does not provide details on Lake Street Capital Markets’ advisory activities, fee schedules, or the composition of its client base. No information was supplied about business lines beyond the investment bank classification.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Townley

    Michael Townley

    Chief Executive OfficerCRD 3112485

  • Paul Mcnamee

    Paul Mcnamee

    Chief Financial OfficerCRD 6788820

Contacts

3 of 44
  • Tyler Coyne

    Tyler Coyne

    Institutional Sales TraderCRD 6803130

  • William Beise

    William Beise

    Financial Advisor and Registered RepresentativeCRD 870464

  • James Speight

    James Speight

    Institutional Equity TraderCRD 1085760

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
121 S 8th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth