RIA · CRD 301184SEC-Registered

Updated:

Squam Lakes Investment Management

SQUAM LAKES INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser with $398,470 in regulatory assets under management. The firm has 1 employee and...

Squam Lakes Investment Management

SQUAM LAKES INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser with $398,470 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Holderness

Corporate office

Holderness, NH, United States

Frequently asked questions

Who runs Squam Lakes Investment Management?

Squam Lakes Investment Management does not publicly name its principals. As a single-family office, it is likely run by or on behalf of the family that owns it. No CEO, CIO, or founding partner is listed in public records.

What is the wealth origin behind Squam Lakes Investment Management?

The firm does not disclose the origin of its underlying wealth. The name suggests ties to Squam Lake in New Hampshire, but no family name or business background is publicly associated with the entity.

Does Squam Lakes Investment Management invest in external funds?

There is no public information on the firm's investment strategy. Family offices of this type may allocate to hedge funds, private equity funds, or direct deals, but Squam Lakes does not disclose such activities.

Where is Squam Lakes Investment Management located?

The firm is headquartered in Holderness, New Hampshire, near Squam Lake. This is a rural location, atypical for a family office, which often operate out of financial hubs like New York or Boston.

How does Squam Lakes Investment Management differ from a wealth management firm?

Squam Lakes Investment Management is structured as a single-family office, meaning it manages capital solely for one family. Unlike a wealth management firm, it does not serve external clients and likely offers highly tailored, confidential services.

Profile maintained by 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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