Creekside Partners
Firm details
- Headquarters
- Petaluma, California
- CRD number
- 125401
- Registered since
- February 20, 2008
- Website
- creeksidepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.04%
- Individuals8.55%
- Pension & Profit Sharing Plans2.7%
- Corporations / Businesses2.61%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Creekside Partners operates as an independent, SEC-registered registered investment adviser organized as an LLC and formed in 2008. The firm is privately owned by an individual and serves primarily individuals and families with financial planning and portfolio management services; it also offers portfolio management for small businesses and institutions along with educational seminars and workshops. Its fee arrangements include both AUM-based percentages and fixed fees. Creekside does not position itself as a capital allocator to external private funds and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- US Government Bonds22%
- Exchange Traded Equities10%
- State & Local Bonds7%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Andrew Hempeck
PrincipalCRD 2237301
Teresa Coleman
PrincipalCRD 4654757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$241M in ETFs
91%
$219M
3%
$22.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $14.6M | 528,203 | 6.06% |
Location
Petaluma, CA
Sonoma
Location
Petaluma, CA
Headquartered in Petaluma, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Sonoma
- Address
- 775 Baywood Dr
- Time zone
- PT (UTC-8)
- Office locations
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