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Lake Avenue Financial LLC
LAKE AVENUE FINANCIAL LLC is an SEC-registered investment adviser in Pasadena, CA, registered since 2021. The firm manages approximately $155 million in...
Overview
LAKE AVENUE FINANCIAL LLC is an SEC-registered investment adviser in Pasadena, CA, registered since 2021. The firm manages approximately $155 million in regulatory assets. It has 5 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Lake Avenue Financial?
No principals or investment decision-makers have been publicly identified for Lake Avenue Financial LLC. The firm operates as a registered investment advisor, but available records do not name a CEO, CIO, or managing partner. Interested allocators should request this information directly from the firm.
Does Lake Avenue Financial participate in fund commitments or only direct deals?
No information is publicly available regarding whether Lake Avenue Financial engages in fund commitments, direct investments, or co-investments. The firm’s investment vehicle preferences are unknown.
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