Lake Street Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
47
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 a U.S. limited liability company that functions as an investment bank. Ownership is split between a domestic entity and an individual. The firm does not present itself as a capital allocator and does not identify as an active ESG investor. It is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public-facing detail on client types, fee schedules, specific business lines, and advisory services was not provided in the source material, so the firm’s target client segments and day-to-day service model are not available for analysis.

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

FINTRX

Contacts

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth