Firm profile

Lakewood Capital Management, LP

NEW YORK, NYCRD 156429Registration Status: ApprovedEffective since February 6, 2012SEC # 801-73099Latest ADV March 10, 2026

Lakewood Capital Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 10, 2026, reports $3.4B in regulatory assets under management, 13 employees, 2 offices, and 2 accounts.

Assets Under Management
$3.4B
Employees
13
Offices
2 offices
Total Clients
<5

Associated firm names

1 name listed
  • LAKEWOOD CAPITAL MANAGEMENT, LP

Leadership

2 roles identified
CCOMichael C. Antonacci
CFOChristopher R. Deneen

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

NEW YORK, New York, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

New York

NEW YORKPrimary office

Connecticut

GREENWICH

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.4Bas of March 10, 2026
Discretionary100.0%
$3.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.4B
Total Accounts2
10Y AUM Change$-1.8B (-34.7%)

Private Funds

Private funds reported by Lakewood Capital Management, LP

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee0:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
ANTHONY THEODORE BOZZADirect owner · Schedule AInterest in LAKEWOOD CAPITAL MANAGEMENT, LP
75%+
WILLIAM LEO JACKSONDirect owner · Schedule AInterest in LAKEWOOD CAPITAL MANAGEMENT, LP
10% to < 25%
LEONARD US IM HOLDINGS LTDDirect owner · Schedule AInterest in LAKEWOOD CAPITAL MANAGEMENT, LP
5% to < 10%
LEONARD OFFSHORE IM HOLDINGS CORPDirect owner · Schedule AInterest in LAKEWOOD CAPITAL MANAGEMENT, LP
5% to < 10%
DELTA EPSILON DELAWARE, INC.Direct owner · Schedule AInterest in LAKEWOOD CAPITAL MANAGEMENT, LP
5% to < 10%
LAKEWOOD CAPITAL MANAGEMENT (GP), LLCDirect owner · Schedule AInterest in LAKEWOOD CAPITAL MANAGEMENT, LP
< 5%
ANTHONY THEODORE BOZZAIndirect owner · Schedule BInterest in LAKEWOOD CAPITAL MANAGEMENT (GP), LLC
75%+
PETERSHILL II LPIndirect owner · Schedule BInterest in LEONARD US IM HOLDINGS LTD
75%+
PETERSHILL II OFFSHORE LPIndirect owner · Schedule BInterest in LEONARD OFFSHORE IM HOLDINGS CORP
75%+
GSAM GEN-PAR, L.L.C.Indirect owner · Schedule BInterest in GOLDMAN SACHS PH II ADVISORS, LLC
75%+
GSAM HOLDINGS LLCIndirect owner · Schedule BInterest in GSAM GEN-PAR, L.L.C.
75%+
THE GOLDMAN SACHS GROUP, INC.Indirect owner · Schedule BInterest in GSAM HOLDINGS LLC
75%+
PETERSHILL PARTNERS PLCIndirect owner · Schedule BInterest in DELTA EPSILON DELAWARE, INC.
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Lakewood Capital Management, LP.

Reported ownership and control details

Form ADV · Filing date 2026-03-10 · Schedules A and B

18 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ANTHONY THEODORE BOZZAMANAGING PARTNERIndividualLAKEWOOD CAPITAL MANAGEMENT, LP75% or moreCode EYesMANAGING PARTNER01/2007Schedule APDF page 27
2WILLIAM LEO JACKSONPARTNERIndividualLAKEWOOD CAPITAL MANAGEMENT, LP10% to less than 25%Code BYesPARTNER02/2007Schedule APDF page 27
3MICHAEL CHRISTOPHER ANTONACCICHIEF COMPLIANCE OFFICERIndividualLAKEWOOD CAPITAL MANAGEMENT, LPLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER04/2007Schedule APDF page 27
4LAKEWOOD CAPITAL MANAGEMENT (GP), LLCGENERAL PARTNERDomestic entityLAKEWOOD CAPITAL MANAGEMENT, LPLess than 5%Code NAYesGENERAL PARTNER01/2007Schedule APDF page 27
5LEONARD US IM HOLDINGS LTDLIMITED PARTNERForeign entityLAKEWOOD CAPITAL MANAGEMENT, LP5% to less than 10%Code ANoLIMITED PARTNER08/2017Schedule APDF page 27
6LEONARD OFFSHORE IM HOLDINGS CORPLIMITED PARTNERDomestic entityLAKEWOOD CAPITAL MANAGEMENT, LP5% to less than 10%Code ANoLIMITED PARTNER08/2017Schedule APDF page 27
7DELTA EPSILON DELAWARE, INC.LIMITED PARTNERDomestic entityLAKEWOOD CAPITAL MANAGEMENT, LP5% to less than 10%Code ANoLIMITED PARTNER09/2021Schedule APDF page 27
8CHRISTOPHER ROBERT DENEENCHIEF FINANCIAL OFFICERIndividualLAKEWOOD CAPITAL MANAGEMENT, LPLess than 5%Code NAYesCHIEF FINANCIAL OFFICER01/2018Schedule APDF page 27
9ANTHONY THEODORE BOZZAMEMBERIndividualLAKEWOOD CAPITAL MANAGEMENT (GP), LLC75% or moreCode EYesMEMBER01/2007Schedule BPDF page 28
10WILLIAM LEO JACKSONMEMBERIndividualLAKEWOOD CAPITAL MANAGEMENT (GP), LLCPercentage not specifiedCode FYesMEMBER01/2007Schedule BPDF page 28
11PETERSHILL II LPSOLE OWNERDomestic entityLEONARD US IM HOLDINGS LTD75% or moreCode EYesSOLE OWNER06/2017Schedule BPDF page 28
12PETERSHILL II OFFSHORE LPSOLE OWNERForeign entityLEONARD OFFSHORE IM HOLDINGS CORP75% or moreCode EYesSOLE OWNER06/2017Schedule BPDF page 28
13GOLDMAN SACHS PH II ADVISORS, LLCGENERAL PARTNERDomestic entityPETERSHILL II LPPercentage not specifiedCode FYesGENERAL PARTNER10/2013Schedule BPDF page 28
14GOLDMAN SACHS PH II ADVISORS, LLCGENERAL PARTNERDomestic entityPETERSHILL II OFFSHORE LPPercentage not specifiedCode FYesGENERAL PARTNER10/2013Schedule BPDF page 28
15GSAM GEN-PAR, L.L.C.SOLE MEMBERDomestic entityGOLDMAN SACHS PH II ADVISORS, LLC75% or moreCode EYesSOLE MEMBER10/2013Schedule BPDF page 28
16GSAM HOLDINGS LLCSOLE MEMBERDomestic entityGSAM GEN-PAR, L.L.C.75% or moreCode EYesSOLE MEMBER02/2016Schedule BPDF page 28
17THE GOLDMAN SACHS GROUP, INC.SOLE MEMBERDomestic entityGSAM HOLDINGS LLC75% or moreCode EYesSOLE MEMBER11/2015Schedule BPDF page 28
18PETERSHILL PARTNERS PLCSOLE SHAREHOLDERForeign entityDELTA EPSILON DELAWARE, INC.75% or moreCode EYesSOLE SHAREHOLDER09/2021Schedule BPDF page 28

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/10/2026 10:26:23 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.