# Lava Creek Capital Management, LLC

> Lava Creek Capital Management, LLC is a state-registered investment advisory firm in San Rafael, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 165536
- Filed as: LAVA CREEK CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165536
- AdvisorCensus page: https://advisorcensus.com/firm/lava-creek-capital-management-llc-san-rafael-ca-165536

## Quick answers

**How is Lava Creek Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lava Creek Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Lava Creek Capital Management, LLC located?**
Lava Creek Capital Management, LLC's principal office is in San Rafael, CA, according to its Form ADV.

**Is Lava Creek Capital Management, LLC registered with the SEC or a state?**
Lava Creek Capital Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 165536.

**How much does Lava Creek Capital Management, LLC manage?**
Lava Creek Capital Management, LLC reports $75,106,150 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**What types of clients does Lava Creek Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (17).

**Does Lava Creek Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165536

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $75,106,150
- Discretionary: $75,106,150
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $18,618,549 |
| High net worth individuals | 17 | $55,686,851 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $351,489 |
| Charitable organizations | Fewer than 5 | $449,261 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lavacreekcap.com
- X @LAVACREEKVOS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lava Creek Capital Management, LLC (CRD 165536): Form ADV filing data as of October 2026.