Lakewood Capital Management, Lp
- Regulatory AUM
- $3.4B
- Discretionary
- $3.4B
- Clients
- 2
- Avg AUM / client
- $1.7B
- Accounts
- 2
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $3.4B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $3.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lakewood Capital Partners, Lp master | Hedge Fund | Delaware | $3.1B | 279 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary Board Of Trustees Of The American Federation Of Musicians And Employe | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bozza, Anthony, Theodore | Managing Partner | Jan 2007 (20y) | 75% or more | |
| Jackson, William, Leo | Partner | Jan 2007 (20y) | 10% – 25% | |
| Antonacci, Michael, Christopher | Chief Compliance Officer | Apr 2007 (19y) | Less than 5% | |
| Deneen, Christopher, Robert | Chief Financial Officer | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leonard Us Im Holdings Ltd | Limited Partner | Aug 2017 | A | 5% – 10% |
| Leonard Offshore Im Holdings Corp | Limited Partner | Aug 2017 | A | 5% – 10% |
| Delta Epsilon Delaware, Inc. | Limited Partner | Sep 2021 | A | 5% – 10% |
| Lakewood Capital Management (Gp), Llc | General Partner | Jan 2007 | A | Less than 5% |
| Petershill Ii Lp | Sole Owner | Jun 2017 | B | ≈ 3.75% – 10% via Leonard Us Im Holdings Ltd |
| Petershill Ii Offshore Lp | Sole Owner | Jun 2017 | B | ≈ 3.75% – 10% via Leonard Offshore Im Holdings Corp |
| Gsam Gen Par, L.L.C. | Sole Member | Oct 2013 | B | 75% or more of Goldman Sachs Ph Ii Advisors Llc (indirect) |
| Gsam Holdings Llc | Sole Member | Feb 2016 | B | 75% or more of Gsam Gen Par, L.L.C. (indirect) |
| The Goldman Sachs Group, Inc. | Sole Member | Nov 2015 | B | 75% or more of Gsam Holdings Llc (indirect) |
| Petershill Partners Plc | Sole Shareholder | Sep 2021 | B | ≈ 3.75% – 10% via Delta Epsilon Delaware, Inc. |
| Goldman Sachs Ph Ii Advisors, Llc | General Partner | Oct 2013 | B | GP / trustee / elected manager of Petershill Ii Lp (indirect) |
Estimated effective ownership (look-through of filed bands):
- Petershill Ii Lp: 75% – 100% of Leonard Us Im Holdings Ltd × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Petershill Ii Offshore Lp: 75% – 100% of Leonard Offshore Im Holdings Corp × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Petershill Partners Plc: 75% – 100% of Delta Epsilon Delaware, Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $3.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lakewood Capital Partners, Lp | Hedge Fund | $3.1B | $250K | 279 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary | Board Of Trustees Of The American Federation Of Musicians And Employe | 19,513 | $3.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗