Lava Creek Capital Management, LLC
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 165536
- Registered since
- October 19, 2016
- Website
- www.lavacreekcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.14%
- Individuals24.79%
- Charitable Organizations0.6%
- Pension & Profit Sharing Plans0.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lava Creek Capital Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2016. The firm is individually owned and focuses on fee-based portfolio management for individual and family clients, as well as for small businesses and institutional/business accounts. Its advisory fees are charged as a percentage of assets under management. The firm describes its core advisory activity as discretionary portfolio management rather than consulting or pension advisory services. Lava Creek does not position itself as an ESG-focused investor, is not a capital allocator to proprietary alternative vehicles, and does not operate as a multi-state adviser or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- US Government Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Brian Eisenbarth
President, Chief Investment OfficerCRD 2377909
Contacts
1 of 1Konrad Kuciej
Managing DirectorCRD 4225840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 2370 Kerner Blvd
- Time zone
- PT (UTC-8)
- Office locations
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