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The Lam Group
The LAM Group, Inc. is an SEC-registered investment adviser in Lake Oswego, OR, since 2004. It manages $507 million in assets, with $416 million discretionary.
The Lam Group
The LAM Group, Inc. is an SEC-registered investment adviser in Lake Oswego, OR, since 2004. It manages $507 million in assets, with $416 million discretionary. The firm has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who is the principal behind The Lam Group?
The identity of the controlling family or lead investment principal is not a matter of public record. The firm has maintained a strict separation between its financial activities and any public-facing media or regulatory profile, which is a common practice among single-family offices formed to manage private wealth without external reporting obligations.
How does The Lam Group source its investment opportunities?
Given the firm's lack of a public interface, it almost certainly relies on a curated private network for sourcing. In typical practice for offices of this nature, deal flow originates through long-standing relationships with private banks, wealth advisors, legal counsel, and other family offices, rather than through auctions or marketed processes.
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