CLEAR CREEK INVESTMENTS, LLC
Firm details
- Headquarters
- SOLANA BEACH, California
- CRD number
- 319134
- Registered since
- March 28, 2024
Firm profile
FINTRXOverview
Clear Creek Investments, LLC is an SEC-registered investment adviser (registration recorded in 2024) that operates primarily as a sponsor and manager of pooled investment vehicles. The firm’s public profile shows it acting in sponsor, general partner and managing member roles rather than as a traditional retail RIA serving individual advisory accounts. It is not flagged as an active ESG investor and is not identified as a multi-state adviser or pension consultant. Investment activity centers on privately placed, closed-end vehicles. The firm’s classification is unclassified on the filing, and key commercial details such as client segmentation and fee schedules are not disclosed on the record provided. Given its roles as sponsor and GP, Clear Creek’s emphasis is on establishing, structuring and managing pooled funds rather than running separately managed accounts or broad-based advisory programs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TODD CRESCENZO
CIO & Managing PartnerCRD 4221472
Contacts
2 of 2RICHARD SEERY
MemberCRD 5062911
GORDON MASSAS
MemberCRD 4885893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOLANA BEACH, CA
SAN DIEGO
Location
SOLANA BEACH, CA
Headquartered in SOLANA BEACH, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 215 S Highway 101
- Time zone
- PT (UTC-8)
- Office locations
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