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Lake Forest Capital Management Co. (Lake Forest)


Lake Forest Capital Management Co. is a large advisory firm based in Lake Forest. It manages $327.93 million of regulatory assets for 244 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 3 other states.

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Lake Forest Capital Management provides portfolio management for individuals and small businesses and 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 Forest Capital Management: assets under management

The assets under management (AUM) of Lake Forest Capital Management Co. is $327.93 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $229.08 million in discretionary accounts and $98.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.18 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lake Forest Capital Management Co. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Forest

The principal office where Lake Forest Capital Management Co. performs its advisory services is located at 225 E. Deerpath, Ste 260, Lake Forest, IL 60045, 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 847-295-7300 or by fax 847-295-7306. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.lakeforestcapital.com.


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