CREATION INVESTMENTS

RIASEC RegisteredEst. 2016
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$94.4M
Accounts
17
Employees
21
Advisory reps
2

Firm details

Headquarters
CHICAGO, Illinois
CRD number
171581
Registered since
January 19, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • BRYAN WAGNER

    PartnerCRD 4224666

  • JOHN DAY

    PartnerCRD 5574181

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth