Capital Creek Partners

RIASEC RegisteredEst. 2019

Total AUM

$1.5B

Discretionary

$645M

42% of AUM

Avg account

$1.9M

Accounts

789

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 301211
Registered since: April 29, 2019
Website: www.capitalcreek.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI47.35%
Pooled Investment Vehicles27.6%
Corporations / Businesses20.39%
Charitable Organizations3.98%
Individuals0.68%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Creek Partners is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves both individual/family and institutional clients and acts as a capital allocator and sponsor/manager of pooled vehicles. Its advisory services include discretionary and nondiscretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutional entities, as well as selection of other advisers. Fee arrangements span percentage-of-AUM, fixed fees and performance-based fees. Capital Creek does not identify as an active ESG investor.