Mountain LAKE Investment Management LLC
SEC RegisteredDisciplined and Patient
About the firm
Mountain Lake Investment Management has served foundations, endowments, municipalities, family offices and accredited investors since 2001. The firm is 100% employee owned and pursues an opportunistic, disciplined value investing strategy focused on generating positive returns throughout market cycles. All research is conducted in-house, and the firm does not rely on third-party research or opinions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Opportunistic, disciplined value investing focused on high-quality businesses with durable competitive advantages, compelling valuations, and excellent management. The firm conducts original in-house research, targets mispriced opportunities across sectors, industries and market caps, and prioritizes capital preservation and long-term returns without the use of leverage.
Who they serve
Foundations, endowments, municipalities, family offices and accredited investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 20 | $69M |
| Pension/Profit Sharing Plans | 1 | $130M |
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mountain LAKE Investment Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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