{"url":"https://nivawealth.com/firms/lakeside-drive-management-306808","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306808","regulatoryAum":372256849,"crd":"306808","history":[{"filedOn":"2022-03-10","regulatoryAum":181595617,"clients":13,"employees":1,"offices":1},{"filedOn":"2023-05-01","regulatoryAum":260380401,"clients":14,"employees":1,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":274988274,"clients":14,"employees":1,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":305471352,"clients":14,"employees":1,"offices":1},{"filedOn":"2026-04-29","regulatoryAum":372256849,"clients":16,"employees":1,"offices":1}],"secFileNumber":"801-123672","legalName":"Lakeside Drive Management LLC","displayName":"Lakeside Drive Management","slug":"lakeside-drive-management-306808","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"677 Harmon Street","city":"Birmingham","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48009"},"tradeNames":[],"registration":{"secApproved":"8 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":372256849,"discretionary":372256849,"discretionaryAccounts":16,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":16,"regulatoryAum":372256849}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Lakeside Drive Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Eric Singer","title":"Owner/Chief Compliance Officer","crd":"7713477"}],"ownership":[{"label":"Eric Singer","detail":"Owner/chief compliance officer in the 75% or more ownership band and a control person, since December 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"677 Harmon Street","city":"Birmingham","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-939-3877","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":16},"sources":{"adv1FilingDate":"29 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306808/PDF/306808.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lakeside Drive Management have?","answer":"Lakeside Drive Management has 16 clients and manages $372 million for them, as of April 2026. They include 16 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lakeside Drive Management offer?","answer":"Lakeside Drive Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Lakeside Drive Management have?","answer":"Lakeside Drive Management has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lakeside Drive Management?","answer":"Lakeside Drive Management’s direct owner is Eric Singer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lakeside Drive Management get paid?","answer":"Lakeside Drive Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lakeside Drive Management?","answer":"Lakeside Drive Management’s main office is at 677 Harmon Street, Birmingham, MI 48009. Its phone number is 248-939-3877.","source":"Form ADV Part 1A, Item 1.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}