LONG LAKE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 171644
- Website
- www.longlakecapital.com
- 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
FINTRXOverview
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
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 Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1BRYAN MORTENSON
PresidentCRD 5061871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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