Meadow Lake Capital LLC

Meadow Lake Capital is a state‑registered, single‑advisor independent firm that offers discretionary asset management and financial planning to a small group of clients, including high‑net‑worth individuals, trusts, estates, small businesses, and charities. The practice manages about $16.7 million across seven client relationships and typically operates under limited trading authorization to implement portfolio decisions.

The firm emphasizes a long‑term, risk‑aware approach built on fundamental equity analysis, supplemented by technical analysis, low‑cost ETFs for diversification, and a laddered approach to investment‑grade fixed income to match client cash‑flow needs. Alongside these traditional holdings, Meadow Lake discloses the use of derivatives and related strategies — including options, margin, short sales and leverage — in separately managed accounts as part of its investment and risk‑management toolkit.

Distinctive aspects relative to peers include its stated use of derivatives within separately managed accounts, a practice that is uncommon among independent solo advisers, and a client mix that excludes lower‑net‑worth retail individuals, concentrating on higher‑net‑worth clients and institutional relationships. The firm’s lead advisor holds the CFA charter and the brochure notes an absence of soft‑dollar benefits, third‑party referral compensation, and performance‑based fee arrangements.