CROSS CREEK ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.3B
98% of AUM
Avg account
$84.2M
Accounts
16
Employees
20
Advisory reps
5

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
165803
Registered since
November 27, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Cross Creek Advisors, LLC is an SEC-registered investment manager organized as an LLC and operating primarily as a venture capital fund manager. The firm provides portfolio management for pooled investment vehicles and serves as sponsor, general partner and managing member of those vehicles; it also engages in the selection of other advisers. Its client base is institutional, and its compensation includes both a percentage-of-assets management fee and performance-based fees consistent with a manager/GP model. Cross Creek does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BILL PARK

    Partner and Chief Financial OfficerCRD 7400774

Contacts

3 of 4
  • PETER JARMAN

    Managing PartnerCRD 5873626

  • KAROLYN BARKER

    Founding Managing DirectorCRD 2296024

  • CHARLES SMART

    PartnerCRD 5933746

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
505 S Wakara Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth