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.