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Lakewood Capital
Lakewood Capital is an SEC-registered investment adviser in New York, NY, registered since 2012. The firm manages approximately $3.4 billion in regulatory...
Lakewood Capital
Lakewood Capital is an SEC-registered investment adviser in New York, NY, registered since 2012. The firm manages approximately $3.4 billion in regulatory assets. It has 13 employees and 7 investment advisers.
General information
Firm type
Private Equity
Year founded
2012
Location
Region
North America
Country
United States
City
Rowayton
Corporate office
Rowayton, CT, United States
Principals
Craig Hallum
Founder and Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Lakewood Capital?
Craig Hallum, the firm's founder, serves as Portfolio Manager and has final authority on all investment decisions. Lakewood does not operate through a distributed partnership or investment committee model, which concentrates decision-making in a single principal. This structure is designed to reduce internal friction and accelerate deal execution.
How does Lakewood Capital source proprietary deal flow?
Lakewood relies on a relationship-driven origination model rather than broad auction participation. The firm targets family-owned and founder-led businesses, often in situations where ownership transition or operational complexity creates an opportunity for a patient, structured capital partner. Its Rowayton location facilitates coverage of the Northeast and Mid-Atlantic private company markets.
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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