LONG LAKE CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$42.8M
Discretionary
$42.8M
100% of AUM
Avg account
$570K
Accounts
75
Employees
1
Advisory reps
1

Firm details

Headquarters
Birmingham, Michigan
CRD number
171644
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI86.55%
  • Individuals12.78%
  • Corporations / Businesses0.67%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Long Lake Capital Management, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and select institutional clients. The firm manages client portfolios with a clear tilt toward public equities, using exchange-traded securities as the primary vehicle for gaining market exposure. Compensation is based on a percentage of assets under management, and advisory activity centers on bespoke portfolios for individuals, families and small businesses rather than pension consulting or broad institutional solutions. The firm does not identify as an active ESG investor and is not positioned as a multi-state or related adviser. Investment decision-making appears centered on liquid, listed instruments with private placements used selectively as an alternative allocation when appropriate for client suitability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • BRYAN MORTENSON

    PresidentCRD 5061871

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Birmingham, MI

OAKLAND

Location

Birmingham, MI

Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
401 S Old Woodward Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth