Lake Shore Fund Group, LLC (Cincinnati)

Lake Shore Fund Group, LLC is an adviser based in Cincinnati. It manages $2.07 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Lake Shore Fund Group provides portfolio management for investment companies. 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 Shore Fund Group: assets under management

The assets under management (AUM) of Lake Shore Fund Group, LLC is $2.07 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.07 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lake Shore Fund Group, LLC for their services and products based on a percentage of assets under management. 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.

Careers at Lake Shore Fund Group, LLC

Gregory Joseph Bauer has been acting as President since 1 Sep 1997. Earl Vernon Newsome joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Joseph Bauer	Chairman	1 Sep 1997	50% - 75%	2251105
Earl Vernon Newsome	President	1 Sep 1997	50% - 75%	1209317

Based in Cincinnati

The principal office where Lake Shore Fund Group, LLC performs its advisory services is located at 8280 Montgomery Road, Suite 302, Cincinnati, OH 45236, which is also the mailing address of the firm. The firm also has an office outside of the United States.