Mountain Lake Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 154679
- Registered since
- January 3, 2011
- Website
- mountainlakeinvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles65.38%
- HNWI34.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mountain Lake Investment Management LLC is an SEC-registered investment adviser organized as an LLC and operational since 2011. The firm is individually owned and charges clients on a percentage-of-AUM basis. It provides discretionary portfolio management for individuals, small businesses and for pooled investment vehicles. Mountain Lake is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not function as a pension consultant or capital allocator. The firm also serves as a sponsor, general partner and managing member of pooled investment vehicles, indicating an active role in structuring and operating private pools alongside its advisory work.
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
- Cash & Cash Equivalents55%
- Exchange Traded Equities40%
- Public Funds/Mutual Funds5%
Owners & executives
2 of 2
Eugene Cheuk
Chief Financial Officer & Chief Compliance OfficerCRD 6073991
Philip Mittleman
Chief Executive OfficerCRD 2005969
Contacts
3 of 3Robert Mccomsey
OwnerCRD 325785
Patricia Coronado
Portfolio Management and ResearchCRD 2465284
Mitchell Cantor
Portfolio Management and ResearchCRD 1272456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$17.1M in ETFs
100%
$17.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $12.4M | 324,355 | 72.60% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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