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Fund Manager

Lokken Investment Group

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Lokken Investment Group

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 2008

Number of Employees: 11

Ownership: Privately Held

Year End: December

Description

Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Lokken Investment Group, LLC is 100 percent locally owned, with our

Contact

Website: Link to website

LinkedIn: linkedin.com/company/lokken-investment-group-llc

Address

1413 Savannah Road,, Suite 4, Lewes, Delaware, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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