Fish Creek Value Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291643
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI85.07%
- Corporations / Businesses9.51%
- Individuals5.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fish Creek Value Management, LLC is a small, individual-owned investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm also operates as an insurance broker. Its client mix includes both individual and family clients as well as institutional relationships. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and performance-based fees. Fish Creek is not identified as an active ESG investor and does not present itself as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Derivatives5%
Contacts
1 of 1
Jeffrey Wright
Founder and PresidentCRD 6901987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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