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 03/31/23. The fund's latest filing disclosed 322MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 322MM in positions, representing 54% of the manager's regulatory AUM.
LAKEVIEW CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAKEVIEW CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.46% | Tech | 9.89% | -0% | 0 | 45% | ||
| MSFT | 3.75% | Tech | 13.35% | 0.13% | 0 | 53% | ||
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FEATURED IN
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,...
Get the Full Report
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,...
Get the Full Report
LAKEVIEW CAPITAL Portfolio Concentration
LAKEVIEW CAPITAL Location
75 FOURTEENTH STREET
SUITE 2400
ATLANTA, Georgia
UNITED STATES, 30309
SUITE 2400
ATLANTA, Georgia
UNITED STATES, 30309
LAKEVIEW CAPITAL Contact Information
Phone Number: 404-841-2224
Fax Number: 404-343-2651
Website: http://www.parallelfinancial.com
Fax Number: 404-343-2651
Website: http://www.parallelfinancial.com
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Disclaimer
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