CREEKSIDE CAPITAL, INC.

Overview

Creekside Capital, Inc. is a small, privately held registered investment adviser that has been operating since 2000. The firm serves both individual and family clients as well as institutional relationships, and it positions itself as a capital allocator that blends direct portfolio advice with the selection of third‑party managers. Its core advisory services include portfolio management for individuals and small businesses, pension consulting, and manager selection, and it charges a mix of percentage‑of‑AUM, hourly, and fixed fees. Creekside runs largely non‑discretionary programs, meaning clients retain trading authority while the firm provides ongoing recommendations, model construction and manager oversight. Investment activity centers on pooled public funds and mutual funds as the largest building blocks for client portfolios, while the firm supplements those holdings with targeted allocations to corporate debt and private placements when appropriate. The adviser does not identify as an active ESG investor and operates with a limited geographic footprint.

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Location & Offices