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LAKEMORE PARTNERS MANAGEMENT US LLC

DIFC, United Arab Emirates · CRD 311223 · IAPD ↗ · lakemore.com · 480 841 5600

$416.6MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

41
April 2026 — LAKEMORE PARTNERS MANAGEMENT US LLC reported RAUM up 67% ($250.0M -> $416.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
23
April 2025 — LAKEMORE PARTNERS MANAGEMENT US LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
20
April 2024 — LAKEMORE PARTNERS MANAGEMENT US LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.