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Lake Water Advisory
LAKE WATER ADVISORY, LLC is an SEC-registered investment adviser with $83 million in regulatory assets under management. The firm manages $59 million on a...
Lake Water Advisory
LAKE WATER ADVISORY, LLC is an SEC-registered investment adviser with $83 million in regulatory assets under management. The firm manages $59 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Lake Water Advisory?
The individuals responsible for investment decisions at Lake Water Advisory have not been publicly identified. The firm operates as a closed, single-family office without disclosed officers, portfolio managers, or an investment committee in public records. This is structurally common among family offices that do not solicit outside capital.
Is Lake Water Advisory structured as a single family office or does it manage outside capital?
Lake Water Advisory is structured as a single-family office, registered in New York. It does not publicly solicit or manage external capital. It falls under the SEC's family office exemption, which limits its activities to serving a single family's investment needs.
Where does the underlying wealth come from?
The origin of the wealth managed by Lake Water Advisory has not been publicly disclosed. No liquidity event, operating company sale, or inherited fortune is connected to the firm in accessible corporate records or media reports.
What asset classes does Lake Water Advisory invest in?
The only asset class publicly associated with Lake Water Advisory is real estate. The firm has not disclosed whether it engages in direct property acquisition, development, real estate debt, or fund investments. No specific portfolio properties have been attributed to the office.
Does Lake Water Advisory maintain philanthropic structures?
No philanthropic foundation, donor-advised fund, or charitable vehicle has been publicly linked to Lake Water Advisory or its unnamed principals. It is possible the family directs philanthropy through separate, unlinked entities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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