CREO CAPITAL PARTNERS MANAGEMENT LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 296861
- Registered since
- April 30, 2021
- Website
- www.creocapitalpartners.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Creo Capital Partners Management LLC is a private equity manager that packages and manages pooled investment vehicles for institutional clients. Registered with the SEC in 2021 and organized as an LLC, the firm acts as sponsor, general partner and managing member of its funds rather than functioning as a pure capital allocator. Its business model centers on running private equity funds where it applies portfolio management to pooled vehicles and collects both fixed management fees and performance-based compensation. The firm targets institutional limited partners and structures investments through closed-end private equity funds. Creo Capital Partners Management LLC does not present itself as an active ESG investor and operates as a single-state adviser for regulatory purposes.
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 2ROB HOLLAND
Founding PartnerCRD 6457677
JAMESON WESTERMAN
PrincipalCRD 7352348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1001 Brickell Bay Dr
- Time zone
- ET (UTC-5)
- Office locations
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