LAKESIDE DRIVE MANAGEMENT LLC

Adviser information for LAKESIDE DRIVE MANAGEMENT LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 14 $275.0M
Non-Discretionary 0 $0
Total 14 $275.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 14 $275.0M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation Performance-based fees

Identifiers

SEC RIA File Number 801-123672
SEC ERA File Number 801-123672
SEC CIK Numbers None
SEC CRD Numbers 306808
Legal Entity Identifier None

Principal Office

677 HARMON STREET
BIRMINGHAM
MI
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 248-939-3877, Fax: None

Chief Compliance Officer

ERIC SINGER
CHIEF EXECUTIVE OFFICER
677 HARMON STREET
BIRMINGHAM
MI
United States
Tel: 248-939-3877
(Full email address available in API data)

Regulatory Contact

SILVER REGULATORY ASSOCIATES
CONSULTANT
417 FIFTH AVENUE 8TH FLOOR
NEW YORK
NY
United States
Tel: 315-512-1413
(Full email address available in API data)

Industry Affiliates

UNION LAKE CALLAHAN PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE ELEVATION PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE MAX INVESTMENTS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE OC PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE PL PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE SOURCE PARTNERS GP LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE STEEL PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE TRACE PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE TRANSPORTATION PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles
UNION LAKE TUNNEL PARTNERS MANAGER LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
UNION LAKE BP PARTNERS Private Equity Fund $6.0M $0.1M 5
UNION LAKE CALLAHAN PARTNERS Private Equity Fund $15.9M $0.0M 56
UNION LAKE ELEVATION PARTNERS LLC Private Equity Fund $93.8M $0.1M 90
UNION LAKE IRON PARTNERS LLC Private Equity Fund $6.1M $0.0M 11
UNION LAKE LONDON PARTNERS LLC Private Equity Fund $11.5M $0.1M 8
UNION LAKE MAX INVESTMENTS LLC Private Equity Fund $15.4M $0.0M 4
UNION LAKE OC PARTNERS LLC Private Equity Fund $17.0M $0.1M 38
UNION LAKE PL PARTNERS LLC Private Equity Fund $21.9M $0.0M 17
UNION LAKE SOURCE PARTNERS LP Private Equity Fund $23.2M $0.1M 10
UNION LAKE STEEL PARTNERS LLC Private Equity Fund $7.3M $0.1M 10
UNION LAKE TRACE PARTNERS LLC Private Equity Fund $4.5M $0.0M 17
UNION LAKE TRANSPORTATION PARTNERS LLC Private Equity Fund $6.2M $0.0M 25
UNION LAKE TUNNEL PARTNERS LLC Private Equity Fund $40.1M $0.0M 88
UNION LAKE WING PARTNERS LLC Private Equity Fund $6.1M $0.1M 8

Control Persons

Name Type Entity Title Since Ownership
Singer, Eric, Scott Individual OWNER/CHIEF COMPLIANCE OFFICER 12/2019 > 75%

No. Employees, Historic

105020222023202420251 on 3/10/20221 on 3/27/20231 on 5/1/20231 on 3/20/2024

RAUM, Historic

300M150M02022202320242025181595617 on 3/10/2022260380401 on 3/27/2023260380401 on 5/1/2023274988274 on 3/20/2024

No. Clients, Historic

20100202220232024202513 on 3/10/202214 on 3/27/202314 on 5/1/202314 on 3/20/2024