LAKEVIEW CAPITAL Overview

Lakeview Capital Partners Llc is an investment advisor that manages 600.6 MM dollars in regulatory AUM and has 32 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 118MM in positions, representing 20% of the manager's regulatory AUM.

LAKEVIEW CAPITAL StockAlpha

-3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LAKEVIEW CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSV 4.85% ETF -1.24% -0.08% 0 3%
AAPL 3.1% Tech -2.29% 0.01% 0 42%
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FEATURED IN
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LAKEVIEW CAPITAL Founders and Key Employees

Name Title In Position Since
Robert S. Wilder Manager/Chief Compliance Officer October-2012
Courtney L. Tomlin Director Of Operations December-2013

LAKEVIEW CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

LAKEVIEW CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
In accordance with the Investment Plan, LCP will primarily invest in ETFs, mutual funds and common stocks for clients’ accounts. Other types of investments will be utilized as appropriate.

The mission at LCP is to provide the individual investor with the same information, expertise and strategy that has historically only been available to institutional and super-wealthy investors. Through rigorous research, LCP has identified and partnered with some highly successful fund managers, economists and strategists and has gained access to their theories and ideas. It is this, LCP’s unique knowledge and insight, that forms the foundation of our investment theory as we direct our clients’ assets.

Specifically, ETFs and mutual funds are generally evaluated and selected based on a variety of factors, including, as applicable and without limitation, past performance, fee structure,...
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LAKEVIEW CAPITAL Portfolio Concentration

LAKEVIEW CAPITAL Location

75 FOURTEENTH STREET
SUITE 2400
ATLANTA, Georgia
UNITED STATES, 30309

LAKEVIEW CAPITAL Contact Information

Phone Number: 404-841-2224
Fax Number: 404-343-2651
Website:

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