Long Lake Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,468,094
Clients
40
Advisors
1
of 1 employees
About
Long Lake Capital Management is a small, independent advisory firm that provides discretionary portfolio management through separately managed long/short accounts to individuals, high‑net‑worth investors, and corporate or business clients. The firm offers tailored investment solutions and will accept client‑imposed restrictions on holdings when requested.
The firm follows a value‑oriented, special‑situations investment approach driven by fundamental, bottom‑up research, seeking securities that deviate from estimated intrinsic value or have identifiable catalysts. Portfolios tend to be relatively concentrated with low turnover and may include small‑ and mid‑capitalization opportunities, as well as the use of derivatives and short positions for hedging or directional purposes.
Notably, LLCM discloses the use of borrowing and margin in separately managed accounts, a practice that is uncommon among similar independent, solo‑advisor firms, and it explicitly accepts corporate and business clients in addition to individuals. The firm also emphasizes operational controls—daily portfolio monitoring, a formal Code of Ethics with pre‑clearance and restricted lists for personal trading—and its principal maintains outside corporate board service.
Client services
Expertise
Fee options
1.00% annually, typically charged monthly in advance, negotiable in certain circumstances
Account minimum: $500,000
Main office
401 S. Old Woodward Ave., Suite 435
Birmingham MI 48009
Advisors at this office
1
Most active in
California · Michigan · Texas
Also doing business as
Long Lake Capital Management, LLC · Long Lake Partners, LLC · Mortenson, Bryan John
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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