South Lakeview, LLC
● SEC registered since 2011CRD 157240SEC# 801-72281
Reg. AUM
$355M
Employees
1
Accounts
3
Location
—
South Lakeview, LLC assets under management
South Lakeview, LLC is an SEC-registered investment adviser. The firm has been registered since 2011. It reports $355 million in regulatory assets under management and employs 1 people.
South Lakeview, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Benjamin Tompkins Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does South Lakeview, LLC manage?
South Lakeview, LLC reports $355 million in regulatory assets under management on its Form ADV.
How many employees does South Lakeview, LLC have?
South Lakeview, LLC reports 1 employees.
Does South Lakeview, LLC disclose fund performance?
South Lakeview, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 303-804-0339 |
| Fax | 303-804-0339 |
| Office hours | By Appointments |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$355M▼ 9%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$355Mregulatory AUM
Discretionary $15MNon-discretionary $340M