LAVA CREEK CAPITAL MANAGEMENT, LLC

Overview

Lava Creek Capital Management, LLC is an SEC-registered investment adviser organized as an LLC that focuses on portfolio management for individuals, small businesses and institutional clients. The firm charges fees as a percentage of assets under management and concentrates its portfolios on publicly traded equities, using exchange-traded instruments as the primary building block. Lava Creek is not positioned as an ESG-focused allocator. The advisory offering appears to be centered on separately managed account (SMA) structures and pooled mutual fund exposures where appropriate, with discretionary portfolio management representing the bulk of client relationships. The firm also supplements public equity allocations with third‑party alternative fund exposures—principally real estate and private credit—when the objective is income generation or diversification beyond liquid markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices