CREATION INVESTMENTS
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 171581
- Registered since
- January 19, 2016
- Website
- creationinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Creation Investments is an SEC-registered private equity firm organized as a limited liability company and active since 2016. It functions primarily as a sponsor and general partner, managing pooled investment vehicles on behalf of institutional clients. The firm’s advisory mandate is portfolio management for those pooled vehicles; it is not positioned as a broad capital allocator. Its fee model combines a percentage-of-AUM charge with performance-based fees, aligning compensation with fund performance. Creation Investments is not an active ESG investor, does not identify as a multistate adviser, and does not act as a pension consultant or related adviser.
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
Contacts
2 of 2BRYAN WAGNER
PartnerCRD 4224666
JOHN DAY
PartnerCRD 5574181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 156 N Jefferson St
- Time zone
- CT (UTC-6)
- Office locations
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