LAKEWATER CAPITAL LLC

SKANEATELES, New York·4 registered advisors·CRD# 169909

SEC# 801-789380315-295-1520

01

Firm Overview

AUM

$41M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at LAKEWATER CAPITAL LLC

4 registered advisors

Daniel Anthony Sperrazza

SKANEATELES, New York

Edward Joseph Casey

SKANEATELES, New York

Gerold Felix Lothar Klauer

SKANEATELES, New York

Glenn Thomas Migliozzi

SKANEATELES, New York

05

Office Locations

SKANEATELES, New York

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Data sourced from SEC Form ADV filings. LAKEWATER CAPITAL LLC (CRD# 169909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.