Lake Union Capital Management, LLC (Seattle)

Lake Union Capital Management provides 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.

Lake Union Capital Management: assets under management

The assets under management (AUM) of Lake Union Capital Management, LLC is $54.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.24 million each.

Lake Union Capital Management has custody of $54.49 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lake Union Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based 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 Seattle

The principal office where Lake Union Capital Management, LLC performs its advisory services is located at 601 Union Street, Seattle, WA 98101, 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 206-838-3277 or by fax 206-859-5188. The normal business hours are 6:00 a.m. to 3:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.lakeunioncap.com.

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