Welcome to Lava Creek Capital Management. We are a SEC Registered Investment Advisor managing capital for the following types of clients & accounts:

  • Affluent Families & Individuals
  • Retirement Plans for Companies
  • Insurance Companies
  • Family Trusts
  • Individual Retirement Accounts (IRAs) - Including Roths, Simplified Employee Pensions (SEPs) & 401-K Rollovers

We do our own research & analysis to maintain an active, focused portfolio of small to mid-cap equities (Value Opportunities Strategy). We also manage fixed-income portfolios based on individual client needs. Our objective is to create value for our clients by outperforming our benchmarks & peers on a risk-adjusted basis net of management fees.

Our Value Opportunities Strategy performance ranks in the top decile of our peer group in terms of annualized alpha generated since inception through December 31, 2016. In addition, we recently ranked #8 (top decile) in our category for net of fees return for trailing 1 year ending December 31, 2016 (Source: eVestment Analytics).

Our eVestment peer group net of fees return rankings as of Dec-16:

U.S. Category                Period            Rank

Small/Mid-Cap Value      1 Year                8th

Small/Mid-Cap Value      3 Years            23rd

Small/Mid-Cap Value      5 Years            73rd

Broadridge-Lipper Rankings

Lava Creek Capital Management, LLC claims compliance with the Global Investment Performance Standards (GIPS). Our firm has been independently verified by Ashland Partners & Company LLP for the periods January 1, 2011 to December 31, 2016.

We maintain a profile & our performance data in the following databases: eVestment Analytics, Informa PSN, Broadridge MarketPlace, Cambridge Associates & Leading Edge.

Please use the Contact Us tab above to schedule a consultation or conference call with our investment team. Our GIPS compliant performance presentation, policies & procedures & list of composite descriptions are available upon request.

Follow us on Twitter: @LavaCreekVOS

Recent update: LavaFlow Apr-17

 

We look forward to investing with you.