Lava Creek Capital Management, LLC

Lava Creek Capital Management, LLC is a California State Registered Investment Advisor specializing in managing money for high net worth individuals, private trusts, retirement accounts, charitable donor-advised funds, and various business entities. Established in October 2012, the firm is solely owned by Brian Eisenbarth, CFA. Lava Creek focuses on a value-oriented investment style, aiming to outperform benchmarks on a risk-adjusted basis. They offer asset management services tailored to individual client needs, emphasizing continuous supervision and portfolio rebalancing. The firm manages $59,464,736 on a discretionary basis as of December 31, 2024, with fees ranging from 1.00% to 2.00% based on assets under management. Clients must maintain a minimum account balance of $250,000. Lava Creek employs fundamental and technical analysis, long-term purchases, and options strategies in managing client portfolios. The firm's investment process includes quantitative screening, qualitative research, security selection, and ongoing portfolio review. Lava Creek acts as a fiduciary, placing client interests above all else, and does not charge performance-based fees. Clients have investment discretion, and the firm provides voting services for client securities upon request. The firm does not receive soft dollars or brokerage for client referrals and maintains strict custody safeguards. Clients are encouraged to review the firm's Code of Ethics for further information on ethical practices.