LAKEWOOD CAPITAL MANAGEMENT, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 156429
- Registered since
- February 6, 2012
- Website
- www.lakewoodlp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lakewood Capital Management, LP is a limited partnership operating as a hedge fund manager that primarily advises pooled investment vehicles. The firm is registered with the SEC (since 2012) and services an institutional client base. Its compensation combines a percentage of assets under management with performance-based fees. Lakewood serves as sponsor/GP/managing member of its pooled vehicles rather than operating as a third-party capital allocator in the traditional sense. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Owners & executives
2 of 2MICHAEL ANTONACCI
COOCRD 4874906
CHRISTOPHER DENEEN
Chief Financial OfficerCRD 7708673
Contacts
2 of 2ANTHONY BOZZA
Managing PartnerCRD 2897639
WILLIAM JACKSON
MemberCRD 2951211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$22.8M in ETFs
100%
$22.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $11.4M | 296,510 | 49.93% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 650 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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