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 organized as an LLC and SEC-registered since 2019. The firm operates as a capital allocator for both individual/family and institutional clients and combines discretionary portfolio management with advisory work for pooled investment vehicles and other institutions. Its fee schedule includes asset-based fees, fixed fees, and performance-linked arrangements. Capital Creek also engages in selection of third-party managers and functions as a sponsor/GP and managing member for pooled investment vehicles, indicating it both sources and oversees externally managed strategies. The firm reports it is not an active ESG investor and does not characterize itself as a multi-state adviser. Its advisory remit spans direct portfolio management for individuals and businesses as well as oversight and placement activity for privately managed funds.