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Building 2LAVA CREEK CAPITAL MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone415-906-4455
NotebookSEC #801-108518
Total AUM
$74.6M
Employees
2
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 SANSOME STREET
SUITE 380
SAN FRANCISCO
CA 94111
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-906-4455

ReceiptFinancials

Total AUM
$74.6M
Accounts
188
Discretionary
$72.7M
Accounts
180
Non-Discretionary
$1.9M
Accounts
8

ContactClients

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Individual Clients
120
AUM
$50.5M
HNW Individual Clients
65
AUM
$22.1M
Pooled Vehicle Clients
2
AUM
$1.5M
Pension/Profit Sharing Plan Clients
1
AUM
$480K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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