Mountain Lake Investment Management Llc
- Regulatory AUM
- $199M
- Discretionary
- $199M
- Clients
- 21
- Avg AUM / client
- $9.5M
- Accounts
- 21
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 20 | $69.0M | 34.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $130M | 65.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $160M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mountain Lake Partners Lp | Other Private Fund | Delaware | $160M | 68 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cantor, Mitchell, Edward | Member | Jun 2001 (25y) | 25% – 50% | |
| Coronado, Patricia, Jeanette | Member | Jan 2004 (23y) | 25% – 50% | |
| Cheuk, Eugene, Yui Chung | Chief Financial Officer & Chief Compliance Officer | May 2012 (14y) | 5% – 10% | |
| Mccomsey, Robert, Ronald | Investor Relations | Jan 2021 (6y) | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $160M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mountain Lake Partners Lp | Other Private Fund | $160M | $1.0M | 68 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Fidelity Brokerage Services $69.0M (35% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗