LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
316373
Registered since
November 9, 2021

Firm profile

FINTRX

Overview

Lakeside Capital Management - Parallel, LLC is an SEC-registered limited liability company that first registered in 2021 and is owned by an individual. The firm is classified as unclassified in the dataset and is not listed as a capital allocator. It does not identify as an active ESG investor and is not flagged as a multi-state adviser. Regulatory and business attributes indicate the firm operates more as a private pooled-vehicle manager than as a traditional advisory practice. The firm is recorded as performing roles typical of principal investment sponsors: other investment adviser and sponsor, general partner, and managing member of pooled investment vehicles. That suggests its business model centers on managing one or more private pooled vehicles rather than on delivering ongoing retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • DANIEL HEMIADAN

    Managing PartnerCRD 2717960

  • Carleton Olmanson

    Managing PartnerCRD 7432142

  • MICHAEL MCHUGH

    Managing MemberCRD 1609336

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
50 S 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth