CRD: 171644
Long Lake Capital Management, LLC
$42.8M Total AUM
$42.8M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2014
- Office Locations
- 1
Office Locations
401 S. OLD Woodward Ave. Suite 435 Birmingham MI
About Long Lake Capital Management, LLC
Long Lake Capital Management is a Michigan-registered RIA (founded 2014) that designs and manages bespoke portfolios for individuals, families, trusts, estates, and other entities. Portfolios emphasize publicly traded equities and individual fixed income, avoiding mutual funds and other embedded-fee products. The firm uses rigorous, value-focused bottom-up research with a 3–5 year S&P 500-relative objective.
Team overview
41 AVG AGE
$42.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRYAN JOHN MORTENSON
Chief Compliance Officer, President
- CRD
- #5061871
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,753,650 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,753,650 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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