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 a privately owned advisory firm organized as an LLC and SEC-registered since 2011. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and management of pooled investment vehicles. Mountain Lake is not positioned as an ESG-focused adviser, does not operate as a multi-state adviser, and is not classified as a capital allocator. The firm also takes sponsor and general partner roles in pooled investment vehicles, indicating it both launches and manages at least one private fund. That operational posture suggests Mountain Lake combines discretionary advisory mandates with direct fund management and governance responsibilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2Eugene 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 2Active vs passive
$15.4M in ETFs
100%
$15.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $14.5M | 324,918 | 94.16% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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