CRD: 290064
Glass Lakes Capital Management LLC
$178.3M Total AUM
$178.3M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
6580 W. 95th ST Suite 100 Overland Park KS
About Glass Lakes Capital Management LLC
Glass Lakes Capital Management LLC is a Overland Park-based RIA. The firm has been operating for 8 years. Managing $178.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$89.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Radial atlas Beacon Horizon prime Oak harbor Ember timber
Client Personas
Pathway radial Pioneer bridge
Custodian
Value wave Crest harbor
Investment Themes
North zenith Pathway Quantum pathway Timber catalyst Crest
Investment Vehicles
Harbor delta North bridge
Platform
Harbor atlas
Services
Crest element Legacy fusion Wave matrix Eagle Bridge North beacon Vertex
Owner & Executives
J
JOEL THOMAS HAMILTON
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #6017647
- Ownership
- 75% or more
(395) 429-7983
prime.value@vitalcapital.com
in linkedin.com/in/eagle-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
G
George Thorne Daimler
--
- CRD
- #7002536
(981) 230-9048
north.vertex@vectorcapital.com
in linkedin.com/in/alpha-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,336,470 | $495,379 |
| Non-Discretionary | $0 | -- |
| Total | $178,336,470 | $495,379 |
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Separately Managed Accounts
Total SMA Asset: $178,336,470
Public Funds:
26.7% Equity - Exchange:
17.8% Corporate - Investment Grade:
9.0% Cash:
37.8% Equity - OTC:
8.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,413,104,845 | 26.7% |
| Equity - Exchange | $942,069,897 | 17.8% |
| Corporate - Investment Grade | $476,327,476 | 9.0% |
| Cash | $2,000,575,399 | 37.8% |
| Equity - OTC | $460,449,893 | 8.7% |
| Total | $5,292,527,510 | 100.0% |