LAKESIDE CAPITAL, LLC
Firm details
- Headquarters
- THE COLONY, Texas
- CRD number
- 318163
Firm profile
FINTRXOverview
Lakeside Capital, LLC operates as a limited liability company and is primarily focused on investment management. The firm does not classify itself under any specific investment category, which indicates a flexible approach to asset allocation. While it does not actively engage in ESG investing, it maintains a client base that may appreciate a diverse range of investment strategies. The firm is not a capital allocator and does not act as a pension consultant, suggesting a focus on direct investment management rather than broader advisory roles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Suman Chepuri
General PartnerCRD 7478800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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