DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Lava Creek Capital Management, LLC
Latest filing Jun 20, 2019
First filing on the tape Oct 3, 2012 · 24 filings
RAUM
$74.6M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
97%
$72.6M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$37.3M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$74.6M as of Feb 27, 2019
Jan 18, 2013$76.8M then
HNW client RAUM$22.1M as of Feb 27, 2019
Feb 16, 2018$34.4M then
State-registered IARs (5.B.3)2 as of Feb 27, 2019
Jan 18, 20132 then
Employees (5.A)2 as of Feb 27, 2019
Jan 18, 20132 then
Private funds: no history
RAUM -25% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Jun 20, 2019; every figure names its basis
- RAUM per advisor
- $37.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 93derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $340,308derivedHNW RAUM over HNW clients
- Average account
- $396,809derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.1%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$50.5M68%
- High-net-worth individuals$22.1M30%
- Pooled investment vehicles$1.5M2.0%
- Pension and profit-sharing plans$480,0000.6%
- Individual clients
- 120reported
- HNW clients
- 65reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 188reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Konrad Jacob Kuciej | San Rafael, Ca | Oct 19, 2012 | 26 y | 4 |
| Brian Lynn EisenbarthChartered Financial Analyst | San Rafael, Ca | Oct 19, 2012 | 33 y | 7 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Brian Lynn Eisenbarth from Gbs AdvisorsOct 19, 2012 · Other
- Konrad Jacob Kuciej from Gbs AdvisorsOct 19, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lynn Brian Eisenbarth · Chief Compliance Officer/Managing Membercontrolsince 10/2012 · owns 75% or more
- Isabelle Bird · Membersince 10/2012 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Rafael, Ca | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory activities · 2 to 1May 1, 2019 to Jun 4, 2019
- Accounts · 195 to 188Feb 16, 2018 to Feb 27, 2019
- HNW clients · 66 to 65Feb 16, 2018 to Feb 27, 2019
- Individual clients · 125 to 120Feb 16, 2018 to Feb 27, 2019
- Pension plan clients · 1.0 to unsetFeb 16, 2018 to Feb 27, 2019
- Financial planning clients · 0 to unsetFeb 16, 2018 to Feb 27, 2019
- Discretionary RAUM · $97.2M to $72.7MFeb 16, 2018 to Feb 27, 2019
- HNW RAUM · $34.4M to $22.1MFeb 16, 2018 to Feb 27, 2019
- Individual RAUM · $59.4M to $50.5MFeb 16, 2018 to Feb 27, 2019
- Non-discretionary RAUM · $2.8M to $1.9MFeb 16, 2018 to Feb 27, 2019
- Pension RAUM · $500,000 to $480,000Feb 16, 2018 to Feb 27, 2019
- Pooled vehicle RAUM · $2.2M to $1.5MFeb 16, 2018 to Feb 27, 2019
- RAUM · $99.9M to $74.6MFeb 16, 2018 to Feb 27, 2019
- Accounts · 193 to 195Dec 11, 2017 to Feb 16, 2018
- HNW clients · unset to 66.0Dec 11, 2017 to Feb 16, 2018
- Individual clients · unset to 125.0Dec 11, 2017 to Feb 16, 2018
- Pension plan clients · unset to 1.0Dec 11, 2017 to Feb 16, 2018
- Pooled vehicle clients · unset to 2.0Dec 11, 2017 to Feb 16, 2018
- Discretionary RAUM · $97.7M to $97.2MDec 11, 2017 to Feb 16, 2018
- HNW RAUM · unset to 34375000.0Dec 11, 2017 to Feb 16, 2018
- Individual RAUM · unset to 59400000.0Dec 11, 2017 to Feb 16, 2018
- Non-discretionary RAUM · $2.5M to $2.8MDec 11, 2017 to Feb 16, 2018
- Pension RAUM · unset to 500000.0Dec 11, 2017 to Feb 16, 2018
- Pooled vehicle RAUM · unset to 2225000.0Dec 11, 2017 to Feb 16, 2018
- RAUM · $100M to $99.9MDec 11, 2017 to Feb 16, 2018
- Other offices · unset to 0.0Feb 3, 2017 to Dec 11, 2017
- Accounts · 187 to 193Oct 6, 2016 to Feb 2, 2017
- Discretionary RAUM · $100M to $97.7MOct 6, 2016 to Feb 2, 2017
- RAUM · $103M to $100MOct 6, 2016 to Feb 2, 2017
- Accounts · 149 to 187Apr 11, 2013 to Oct 6, 2016
- Advisory activities · 1 to 2Apr 11, 2013 to Oct 6, 2016
- Discretionary RAUM · $69.2M to $100MApr 11, 2013 to Oct 6, 2016
- Non-discretionary RAUM · $7.6M to $2.5MApr 11, 2013 to Oct 6, 2016
- RAUM · $76.8M to $103MApr 11, 2013 to Oct 6, 2016
- Accounts · 0 to 149Oct 30, 2012 to Jan 18, 2013
- Advisory activities · 2 to 1Oct 30, 2012 to Jan 18, 2013
- Discretionary RAUM · $0 to $69.2MOct 30, 2012 to Jan 18, 2013
- Non-discretionary RAUM · $0 to $7.6MOct 30, 2012 to Jan 18, 2013
- RAUM · $0 to $76.8MOct 30, 2012 to Jan 18, 2013
- Advisory employees · unset to 2.0Oct 22, 2012 to Oct 30, 2012
Signals
1 dated events
- Lava Creek Capital Management, Llc filed its initial SEC registration (Form ADV)Oct 3, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- LAVACREEKCAP.COMreportedpublic record, Form ADV, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $37.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026