A complete list of active advisors currently associated with Long Lake Capital Management, LLC

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

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.

To learn more about the advisors currently working at Long Lake Capital Management, 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.

Name
Location
Years of experience
Bryan Mortenson profile photo Bryan Mortenson
Birmingham, MI
14
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