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 that operates as a hedge fund manager focused on pooled investment vehicles for institutional clients. The firm has been SEC-registered since 2012 and serves as sponsor, general partner and managing member for its pooled vehicles rather than acting as a multi-product wealth manager. Its fees combine a percentage of assets under management with performance-based fees. Lakewood does not identify as an active ESG investor, is not designated a multi-state adviser, and does not list pension consulting among its services. Ownership of the firm appears to include domestic and foreign entities as well as individuals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Michael 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 2Active vs passive
$9.4M in ETFs
100%
$9.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST ETF (GBTC) | Grayscale | Passive | Digital Assets | $5.6M | 123,500 | 59.80% |
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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