A complete list of active advisors currently associated with Lavaca Capital, LLC

Warmer can help you find a great advisor at Lavaca Capital, LLC or one who fits your needs even better.

Lavaca Capital provides investment advisory and sub‑advisory services to a limited client base that includes asset managers, registered investment advisers, family offices, other fiduciaries, high‑net‑worth individuals and institutional investors. The firm manages separate accounts and private funds and reports approximately $927 million in assets under management supported by a four‑advisor team. The firm’s investment approach is flexible across equities, fixed income and derivatives, with a notable emphasis on option strategies used both to hedge core holdings and as a primary source of return; disclosed tactics include selling and buying calls and puts, multi‑leg option positions and trading around covered stock positions. Portfolios may employ leverage and other derivatives, and Lavaca commonly negotiates performance‑based fee arrangements and high‑water mark provisions for certain funds and separate accounts. What distinguishes Lavaca from many peers is its role as adviser and general partner to private pooled vehicles with multiple investor classes and side‑letter flexibility, and its willingness to act as sub‑advisor to registered investment companies and to provide advisory services to other advisers and asset managers. The firm also documents fund governance and operational practices — including audited annual financial statements for fund investors and detailed allocation of organizational and direct fund expenses — reflecting a private fund sponsor and operational footprint that is less common among similarly sized team firms.

To learn more about the advisors currently working at Lavaca Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.