LAKESIDE CAPITAL FUNDS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
THE COLONY, Texas
CRD number
340156

Firm profile

FINTRX

Overview

Lakeside Capital Funds, LLC operates as a limited liability company and is primarily engaged in managing pooled investment vehicles. The firm is structured as an individual-owned entity and focuses on hedge fund investments. While it does not have a significant public presence in terms of ESG investing or multi-state advisory services, it plays an active role as a sponsor and managing member of its investment vehicles.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Suman Chepuri

    General PartnerCRD 7478800

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

THE COLONY, TX

DENTON

Location

THE COLONY, TX

Headquartered in THE COLONY, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
7257 Waters Edge Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth