Lakewood Asset Management, LLC
● SEC registered since 2018CRD 174887SEC# 801-113632Naperville, IL
Reg. AUM
$248.7M
Employees
5
Accounts
365
Location
Naperville, IL
Lakewood Asset Management, LLC assets under management
Lakewood Asset Management, LLC is a registered investment adviser overseen by the SEC based in Naperville, IL. The firm has been registered since 2018. It reports $248.7 million in regulatory assets under management and employs 5 people.
Lakewood Asset Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deerwood Asset Management LLC Control | Member | 25-50% | 2015 |
| Greenview LLC Control | Member | 25-50% | 2015 |
| Securus Investment Management LLC Control | Member | 25-50% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Lakewood Asset Management, LLC manage?
Lakewood Asset Management, LLC reports $248.7 million in regulatory assets under management on its Form ADV.
How many employees does Lakewood Asset Management, LLC have?
Lakewood Asset Management, LLC reports 5 employees.
Where is Lakewood Asset Management, LLC located?
Lakewood Asset Management, LLC is based in Naperville, IL and has been SEC-registered since 2018.
Does Lakewood Asset Management, LLC disclose fund performance?
Lakewood Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 W Jefferson Avenue, Suite 102, Naperville, IL 60540 |
| Phone | 312-543-1772 |
| Office hours | 8:00a.m.-4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$248.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$248.7Mregulatory AUM
Discretionary $228.7MNon-discretionary $20M