Lava Creek Capital Management, LLC

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Client assets under management

$74,305,400

Clients

34% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,486,108

About

Lava Creek Capital Management provides discretionary asset management to individuals (including high‑net‑worth clients), trusts, retirement plans, donor‑advised funds and corporate entities, primarily through separately managed accounts. The firm manages roughly $75 million for about 50 clients and conducts regular portfolio supervision with at least quarterly reviews and rebalancing.

The firm follows an active mid‑cap value approach that combines quantitative screening with fundamental and technical analysis, security selection, and portfolio construction. Portfolios are relatively concentrated—new positions are often sized 3–5% and holdings typically range 2–10%—with historically low turnover (about 20–35%) and an expected investment horizon of roughly three to five years; the firm also pursues select event‑driven situations such as restructurings and spin‑offs.

What distinguishes the firm from many peers is its use of options and other derivatives within separately managed accounts, implemented for hedging and tactical exposure as part of its investment toolkit. The firm emphasizes a focused, research‑driven selection process for underpriced mid‑cap opportunities and integrates conservative cash management into portfolio oversight.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $249,999: 2.00% $250,000 - $499,999.99: 1.75% $500,000 - $749,999.99: 1.50% $750,000 - $999,999.99: 1.25% $1,000,000+: 1.00%

Other

Account minimum: $250,000

Main office location

Lava Creek Capital Management, LLC

2370 Kerner Blvd., Suite 360

San Rafael CA 94901, United States

Number of offices

Most active in

California · Louisiana

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

X Website 415-906-4455

Advisors at this firm

Brian E

CFA®, Series 63, Series 65

San Rafael, CA

Lava Creek Capital Management, LLC

Brian Eisenbarth is a CFA® charterholder with 23 years of industry experience. He has been with Lava Creek Capital Management, LLC since 2012. The firm provides discretionary portfolio management and investment advice for individuals, high-net-worth clients, trusts, retirement accounts, donor-advised funds, and business entities. Lava Creek Capital Management focuses on active, mid-cap value investing through a combination of quantitative screening, fundamental analysis, valuation assessments, and technical analysis, managing relatively concentrated portfolios that include event-driven special situations and utilize options for hedging and tactical purposes.

Active portfolio management Options & derivatives strategies

Konrad K

Series 63, Series 65

San Rafael, CA

Lava Creek Capital Management, LLC

Konrad Kuciej is a financial advisor at Lava Creek Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lava Creek since 2012. Lava Creek Capital Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, retirement accounts, donor-advised funds, and business entities. The firm focuses on active, mid-cap value investing using a combination of quantitative screening, fundamental analysis, valuation assessments, and technical analysis, with specialized use of options for hedging and tactical purposes.

Active portfolio management Options & derivatives strategies

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