Lake Street Advisors
Lake Street Advisors is a multi-family office headquartered in Portsmouth. The firm provides comprehensive wealth management, investment advisory, and legacy planning services to affluent families.
Lake Street Advisors
Lake Street Advisors is a multi-family office headquartered in Portsmouth. The firm provides comprehensive wealth management, investment advisory, and legacy planning services to affluent families. With a focus on tailored strategies, Lake Street Advisors addresses the complex financial needs of its clients, including portfolio management, private investments, and estate planning—supports multigenerational wealth preservation and delivers objective advice across a broad spectrum of financial matters.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Portsmouth
Corporate office
—
Frequently asked questions
What is Lake Street Advisors?
Lake Street Advisors is a multi family office headquartered in Portsmouth.
Where is Lake Street Advisors headquartered?
Lake Street Advisors is headquartered in Portsmouth, in the North America region.
What does Altss track for Lake Street Advisors?
Altss maintains an OSINT-verified profile of Lake Street Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Lake Street Advisors?
Lake Street Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Lake Street Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Lake Street Advisors?
Lake Street Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: