# Lake Jericho, LLC

> Lake Jericho, LLC is a state-registered investment advisory firm in Chicago, IL, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 173782
- Filed as: LAKE JERICHO, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173782
- AdvisorCensus page: https://advisorcensus.com/firm/lake-jericho-llc-chicago-il-173782

## Quick answers

**How is Lake Jericho, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lake Jericho, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Lake Jericho, LLC located?**
Lake Jericho, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Lake Jericho, LLC registered with the SEC or a state?**
Lake Jericho, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173782.

**How much does Lake Jericho, LLC manage?**
Lake Jericho, LLC reports $31,683,463 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**What types of clients does Lake Jericho, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (21).

**Does Lake Jericho, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173782

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $31,683,463
- Discretionary: $31,683,463
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $12,917,073 |
| High net worth individuals | 21 | $18,766,390 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, KY, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lakejericho.com
- Facebook @LAKEJERICHOLLC
- LinkedIn @LAKE-JERICHO
- X @LAKEJERICHO

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lake Jericho, LLC (CRD 173782): Form ADV filing data as of October 2026.