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SOUTH LAKEVIEW, LLC

UUID01cd9e9b-e7a0-5a02-bb1a-44f9a992d07c
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 157240 157240 1.0
sec_file_number 801-72281 801-72281

Profile

WebsiteHTTPS://WWW.LINKEDIN.COM/IN/JAMES-B-TOMPKINS-CFA-29930715/
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone
Aliases:
  • TOMPKINS & CO. adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)390,000,000.0
  • RAUM (discretionary)25,000,000.0
  • Actionable assets390,000,000.0
  • Accounts3.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM390,000,000.0

As of 2025-04-02 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.