Montlake Capital Management, LLC

Overview

Montlake Capital Management, LLC is an individual-owned limited liability advisory firm that focuses on financial planning and portfolio management for individuals and small businesses, and provides selection-of-other-advisers services. The firm acts as a capital allocator with a clear preference for public equities: exchange-traded equities make up the largest portion of its managed assets. Fee arrangements include both a percentage of AUM and fixed fees. Montlake does not position itself as an active ESG investor and does not report multi-state adviser status. Investment activity centers on discretionary management, with a bias toward liquid, exchange-traded instruments held in separately managed accounts. The firm’s service set and custodian relationships suggest a hands-on trading and model implementation approach, with customization and tax-management capabilities typically available through SMA structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices