About Us

A Different Approach to Traditional Investing

Crawford Lake manages a trading-oriented long/short equity strategy with the primary objective of investing in equities and options in order to generate strong, risk-adjusted returns over time. The strategy utilizes a hybrid approach to investing, combining both fundamental and technical analysis. The combination of these approaches is intended to produce superior risk adjusted returns, maintain a low volatility profile, and position the strategy to perform well regardless of market conditions.

Isaac Markowitz began managing Crawford Lake in 2006 as the sole partner and portfolio manager, and Jacob Herzka joined as partner and co-portfolio manager in 2008. Jeff Schachter joined as President and Chief Operating Officer in 2015. Since 2008 was the first year of operation with both Isaac Markowitz and Jacob Herzka as co-portfolio managers, we consider that to be the firm’s year of inception.

The firm’s initial management entity was Crawford Lake GP, LLC (the "General Partner"), in its capacity as general partner of the first vehicle to have been managed by the firm. As part of an ongoing institutionalization process, in 2013 Crawford Lake Capital Management, LLC (the “Adviser”) was formed to serve as the investment manager for all firm accounts. At that time, management responsibilities were transferred from the General Partner to the Adviser, though the General Partner continues to serve as general partner to limited partnerships under management by the Adviser. Reference to the operations of the Adviser before 2013 refer to those of the General Partner, and thereafter refer to the operations of both the Adviser and the General Partner. The Adviser and the General Partner changed their names to their current respective names in April 2015.

Firm History and Institutionalization Milestones

2006
Isaac Markowitz begins managing the firm as sole partner and portfolio manager

Crawford Lake GP, LLC serves as sole management entity
Jacob Herzka joins as partner and co-portfolio manager
2008
2013
Satori Alpha makes acceleration capital investment

Crawford Lake Capital Management, LLC formed as second management entity
2015
Jeff Schachter joins as President & Chief Operating Officer

Firm changes name to "Crawford Lake" to establish unique brand identity
Joseph Schoenfeld
joins as Chief Financial Officer
2016
2018
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