Meadow Lake Capital LLC

Overview

Meadow Lake Capital LLC is an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and discretionary portfolio management. The firm’s stated approach favors equity exposure, using exchange-traded equities as the primary building block of client portfolios while supplementing with mutual funds and third-party real estate strategies where appropriate. Meadow Lake charges a combination of a percentage of assets under management and hourly fees, which supports both ongoing portfolio oversight and project-based planning work. Portfolios appear tailored to high-net-worth individuals and small-business owners, with the firm running fully discretionary mandates for its client base. Meadow Lake is not positioned as an ESG-focused allocator and does not identify itself as a multi-state or pension consultant; its activity centers on personalized wealth management and investment execution for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices