Background

Founded in 1989, Lake Partners has been involved in building and managing a wide variety of multi-strategy, multi-manager programs for a diverse client base, as well as providing comprehensive wealth management and financial planning services.

Ownership

Lake Partners was founded by and is still owned by its two principals, Ron Lake and Rick Lake.

Registration

Lake Partners is registered with the SEC as an investment adviser. The firm is also registered with the CFTC as a commodity trading advisor.

Assets

The firm has responsibilities for approximately $2.2 billion of consulting assets and $85.3 million of assets under management (as of 9/30/17).

Clients

Our clientele includes institutions and private investors. Institutional clients include banks, insurance companies, endowments, financial institutions, and funds of funds. Private clients include individuals, family offices, high net worth investors, trusts, and private companies.

Location

The firm is based in Stamford, CT.