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LAKE ROAD ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$98,754,467
Discretionary
$91,917,197
Non-discretionary
$6,837,270

Firm details

CRD number
281657
SEC file number
801-117338
Main office
CORNING, NY, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.