CRD: 165536
Lava Creek Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2012
- Office Locations
- 1
Office Locations
About Lava Creek Capital Management, LLC
Lava Creek Capital Management is a value-oriented investment firm providing customized portfolios for a select client base, including accredited investors, family trusts, charitable funds, and retirement plan and IRA accounts. The firm runs small- and mid-cap value/special situations, fixed-income, and hedging/risk-mitigation strategies, and can support participants using Schwab Personal Choice Retirement Accounts (PCRA). Based in San Rafael, CA.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN LYNN EISENBARTH
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2377909
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KONRAD JACOB KUCIEJ
Investment Advisor
- CRD
- #4225840
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,106,150 | $403,889 |
| Non-Discretionary | $0 | $237,500 |
| Total | $75,106,150 | $396,809 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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