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 is an independent, SEC-registered investment adviser organized as an LLC and operating since 2008. The firm primarily serves individual and family clients and offers financial planning alongside discretionary portfolio management for individuals, small businesses and institutional/business clients. It also runs educational seminars and workshops. Its fees are a mix of percentage-of-assets and fixed-fee arrangements. Creekside reports that it is not an active ESG investor and is owned by an individual practitioner rather than by a larger platform or capital allocator.
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 2ANDREW HEMPECK
PrincipalCRD 2237301
TERESA COLEMAN
PrincipalCRD 4654757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$215M in ETFs
91%
$196M
3%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $13M | 523,759 | 6.02% |
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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