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Bryan John Mortenson

Long Lake Capital Management, LLC

Birmingham, MI

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Current Employers
Long Lake Capital Management, Llc

401 S. Old Woodward Ave. Suite 435, Birmingham, MI 48009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
MI RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2021-02-03
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2021-02-03

Branch Locations

401 S. Old Woodward Ave. Suite 435, Birmingham, MI 48009 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Long Lake Capital Management, Llc Birmingham MI 05/2014 Present
Previous Registrations
  • 2011-08-10 → 2014-01-17
    R.H. Bluestein & Co Llc
    Birmingham, MI
Other Businesses

Board of Directors at Nexteon as of January 2024. Nexteon is located in Ambler, PA and is an aviation software company. Approximately 10 hours per month (1 - 2 hours during market hours) attending board meetings and talking to management and investors.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-08
  • S65 Uniform Investment Adviser Law Examination
    2011-08-08

View on SEC IAPD

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