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Lakepoint Investment Partners LLC (Cleveland)


Lakepoint Investment Partners LLC is a large advisory firm based in Cleveland. It manages $563.08 million of regulatory assets for 414 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.

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Lakepoint Investment Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lakepoint Investment Partners: assets under management

The assets under management (AUM) of Lakepoint Investment Partners LLC is $563.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $563.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.36 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lakepoint Investment Partners LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cleveland

The principal office where Lakepoint Investment Partners LLC performs its advisory services is located at 1100 Superior Avenue, Cleveland, OH 44114 1216, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-621-6001 or by fax 216-621-6002. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.lakepoint.org.


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