AiSource
AiSource is a Chicago-based managed futures advisory firm (DBA of Lakefront Futures & Options, LLC) that helps individual investors, family offices, financial advisors/RIAs, and institutional investors select Commodity Trading Advisors through a free CTA database, aiTracker client portal, and personalized advisory services.
- Company typePrivate
- Founded1997
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What AiSource does
AiSource is a Chicago-based managed futures investment advisory firm operating as a Doing Business As (DBA) of Lakefront Futures & Options, LLC, an Illinois limited liability company founded in 1997. The firm helps investors diversify their portfolios into liquid alternatives by matching them with Commodity Trading Advisors (CTAs) and managed futures programs that align with their risk profiles. Its service offering spans research, strategy analysis, portfolio construction, ongoing management, reporting, and CTA assessments, delivered to individual investors, family offices, financial advisors/RIAs, and institutional investors.
AiSource's core products are threefold: a free online CTA Database providing performance rankings and CTA profile information (gated by investor registration), the aiTracker client portal for account monitoring and portfolio reporting, and a managed futures education resource center covering strategy mechanics, regulatory bodies, QEP qualification, and FCM selection. The platform is conventional web technology rather than proprietary AI/ML infrastructure, with the CTA Database hosted at ctadatabase.theaisource.com and aiTracker operated under a third-party domain (gate39clarity.com).
The business model is professional services: AiSource generates revenue by advising clients on managed futures program selection and multi-CTA portfolio construction, leveraging its independent brokerage structure to house client accounts at any of six preferred Futures Commission Merchants (Marex North American, R.J. O'Brien, StoneX, Phillip Capital, Plus500US Financial Services, Dorman Trading). Marketing is conducted through content (monthly market commentary, sector performance posts, educational blog content), an email newsletter, and the CTA Database as a top- and mid-funnel lead generation tool. Self-directed IRA custodians Midland IRA and Millennium Trust Company extend the addressable market into retirement accounts. The firm is privately held, has 1–10 employees, has taken no outside funding, and operates exclusively in the United States.
AiSource firmographics
Firmographics- Name
- AiSource
- Legal name
- Lakefront Futures & Options, LLC
- Website
- https://managedfuturesinvesting.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- AiSource is a Chicago-based managed futures advisory firm (DBA of Lakefront Futures & Options, LLC) that helps individual investors, family offices, financial advisors/RIAs, and institutional investors select Commodity Trading Advisors through a free CTA database, aiTracker client portal, and personalized advisory services.
- Ownership category
- akta.pro rank
AiSource industry classification
Industry- Product category
- Managed Futures Advisory & Brokerage Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where AiSource is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AiSource business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory and Consulting Services: AiSource generates revenue by providing advisory services to help investors select managed futures programs and CTAs. They deliver research, strategy analysis, portfolio construction, management, reporting, and CTA assessments. As a D.B.A. of Lakefront Futures & Options, LLC, they operate as a brokerage/investment advisory firm.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
AiSource product offering
Product offeringCore offering
AiSource is a managed futures investment advisory firm (DBA of Lakefront Futures & Options, LLC) that provides research, strategy analysis, portfolio construction, management, reporting, and CTA assessments to help investors diversify into liquid alternatives. Its deliverables include a free online CTA database, the aiTracker client portal for portfolio monitoring, and managed futures education resources, delivered to individual investors, family offices, financial advisors/RIAs, and institutional investors.
Product overview
AiSource is a DBA of Lakefront Futures & Options, LLC that provides managed futures investing advice and a comprehensive suite of tools for investors. The core offering consists of a free CTA Database for researching commodity trading advisors, the aiTracker client portal for account monitoring, and managed futures education resources. The company serves individual investors, family offices, financial advisors/RIAs, and institutional investors, offering research, strategy analysis, portfolio construction, management, reporting, and CTA assessments.
Differentiator
Problem solved
Functional benefit
Products and services
- CTA Database
Quantifiable outcome
- Managed futures programs offer access to 150+ global financial and commodity markets
- +2 more outcomes
Companies that use AiSource
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
AiSource technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AiSource partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- Marex North AmericancoreMarex North American is ranked #12 among FCMs by customer funds held in segregation as of January 2026, with $8.9 billion in client funds. It is the largest FCM available to all types of clients and is used by AiSource to house client accounts for multi-CTA portfolios.
- R.J. O'BriencoreR.J. O'Brien is ranked #16 among FCMs by customer funds held in segregation. AiSource identifies R.J. O'Brien as one of the best FCMs to house multi-CTA portfolios based on their experience.
- StoneXcoreStoneX is ranked #17 among FCMs by customer funds held in segregation. AiSource identifies StoneX as one of the best FCMs to house multi-CTA portfolios, recommended for their experience with managed futures accounts.
- Phillip CapitalcorePhillip Capital is ranked #25 among FCMs by customer funds held in segregation. AiSource uses Phillip Capital to house client accounts and considers them suitable for multi-CTA portfolio management.
- Plus500US Financial Services, LLCminorPlus500US Financial Services is ranked #27 among FCMs by customer funds held in segregation. Used by AiSource to house certain client accounts within their preferred FCM range.
- Dorman TradingminorDorman Trading is ranked #36 among FCMs by customer funds held in segregation. AiSource uses Dorman Trading as one of their preferred FCMs for housing client managed futures accounts.
- Midland IRAminorMidland IRA is a self-directed IRA custodian recommended by AiSource for investors looking to hold managed futures investments in retirement accounts. They facilitate the rollover process for futures accounts.
- Millennium Trust CompanyminorMillennium Trust Company is a self-directed IRA custodian recommended by AiSource for housing managed futures investments in IRA accounts. They specialize in alternative asset custody including futures accounts.
- Coloma Capital FuturesminorColoma Capital Futures, founded by David Burkart, CFA, is featured as 'Advisor of the Month' and provides special contributor content to aiSource. The firm manages commodities futures/options and volatility (VIX) strategies, focusing on relative value spread trading and directional positioning.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
AiSource competitors and assessment
Company assessmentDirect peers
- Attain Capital Management: Chicago-based managed futures advisory and brokerage firm that helps investors select CTAs and construct multi-advisor portfolios. It targets the same retail, RIA, and family-office segments as AiSource and competes head-to-head for managed futures allocations.
- Altegris: Long-standing managed futures and alternatives platform that provided advisor access to CTAs and managed futures programs. Now operating within iCapital, it remains the most directly comparable specialty platform to AiSource's CTA database and advisory model.
- 7 Circles: Managed futures service firm focused on matching investors with CTAs and providing research on managed futures programs. Its offering closely mirrors AiSource's CTA selection and advisor-matching value proposition.
- Daniels Trading: Futures-focused brokerage that provides managed futures advisory and CTA access alongside self-directed futures trading. It competes with AiSource for investors seeking brokerage plus managed futures guidance under one roof.
- Optimus Futures: Futures brokerage offering managed futures advisory, CTA research, and multi-platform access for retail and professional traders. It targets a similar individual-investor base interested in combining trading infrastructure with managed futures education.
- Ironbeam: Futures brokerage providing execution and managed futures access to retail, professional, and institutional clients. Comparable to AiSource's role as a brokerage-plus-advisory intermediary serving multi-CTA managed futures accounts.
Broad incumbents
- iCapital Network: Large alternatives platform serving advisors and wealth managers with access to hedge funds, private equity, and managed futures (via Altegris). It competes for the same RIA and family-office wallet but as a broad, multi-alternative platform rather than a managed futures specialist.
- CAIS: Alternatives platform giving advisors streamlined access to hedge funds, private credit, and managed futures products. It overlaps with AiSource at the advisor-facing alternatives-allocation layer but covers many more asset classes.
- Campbell & Company: Long-tenured, large-scale global managed futures CTA whose programs are prominently listed in CTA databases like AiSource's. Comparable as a flagship CTA within the universe AiSource curates and recommends to investors.
- Graham Capital Management: Established systematic/managed futures CTA managing significant institutional capital across global futures markets. Comparable to AiSource as a core CTA whose programs AiSource evaluates, ranks, and recommends to investors.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
AiSource social profiles
Digital presenceAiSource financial estimates
Financial estimateRevenue estimate
Valuation estimate
AiSource leadership team
Management profileNumber of profiles
AiSource funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AiSource M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AiSource
What does AiSource do?
AiSource is a managed futures investment advisory firm (DBA of Lakefront Futures & Options, LLC) that provides research, strategy analysis, portfolio construction, management, reporting, and CTA assessments to help investors diversify into liquid alternatives. Its deliverables include a free online CTA database, the aiTracker client portal for portfolio monitoring, and managed futures education resources, delivered to individual investors, family offices, financial advisors/RIAs, and institutional investors.
Is AiSource a public or private company?
AiSource is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AiSource founded?
AiSource was founded in 1997. It employs 1 to 10 people.
Where is AiSource based?
AiSource is headquartered in Chicago, United States, in the North America region.
How does AiSource make money?
One revenue line is on record: advisory and Consulting Services.
Who are AiSource's main competitors?
Direct peers on record are Attain Capital Management, Altegris, 7 Circles, Daniels Trading, Optimus Futures and Ironbeam. Broad incumbents are iCapital Network, CAIS, Campbell & Company and Graham Capital Management.
Does AiSource have an API?
No public API is recorded for AiSource.
What industry is AiSource in?
AiSource's product category is Managed Futures Advisory & Brokerage Services. Its primary akta.pro industry code is FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 523940 and its SIC code is 6282.