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Eastlake Planning
EASTLAKE PLANNING LLC is a state-registered investment adviser with $45 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
EASTLAKE PLANNING LLC is a state-registered investment adviser with $45 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Principals
Jeffrey S. Raikes
Principal
Sector focus
Frequently asked questions
Who is the principal behind Eastlake Planning?
Jeffrey S. Raikes, a former Microsoft executive who joined the company in 1981 and served as president of the Microsoft Office and Business divisions. Raikes was one of Microsoft's earliest employees and accumulated significant equity during the company's growth from startup to global technology corporation. He departed Microsoft in 2008 and has since focused on philanthropy and investment management through Eastlake Planning and the Raikes Foundation.
What sectors does the Raikes Foundation target?
The foundation's grantmaking concentrates on two areas: education equity, including postsecondary access and K–12 systems improvement, and youth homelessness prevention with an emphasis on upstream interventions. The foundation does not make for-profit investments through its core programs, distinguishing its approach from mission-related investment strategies employed by other family offices.
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