# The Lam Group

The Lam Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 128055
- **SEC file number:** 801-62544
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128055

## About

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.

## 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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- [Perpetual Financial](https://altss.com/profile/perpetual-financial)
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Last updated: 2026-07-06T01:24:26.934Z

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