# Lake Avenue Financial LLC

Lake Avenue Financial LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/chalekian

## Regulatory record

- **CRD number:** 315746
- **SEC file number:** 801-122031
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315746

## About

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.

## 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.

## Related profiles

- [THINK DIFFERENT WEALTH ADVISORS LLC](https://altss.com/profile/think-different-wealth-advisors-llc)
- [Investment Advisors Group](https://altss.com/profile/investment-advisors-group-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lake-avenue-financial-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
