Lava Creek Capital Management, LLC

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.