Lobos Creek Investors is a registered investment advisor founded in 2026 and based in San Francisco, California. The firm provides discretionary investment management services to individuals and high net worth clients. Lobos Creek Investors builds personalized portfolios using fundamental analysis, focusing on long-term growth and tailoring investment strategies to each client's specific goals, time horizon, risk tolerance, and preferences. Matthew Gordon serves as the principal owner and Chief Compliance Officer. The firm requires a minimum investment of $500,000 to open and maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Annual fees are negotiable based on factors such as historical relationships, asset types, anticipated future assets, and account composition. Cash is included as an asset class in fee calculations.