Fish Creek Value Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291643
- Website
- fishcreekcapital.com
- 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 an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises both individual and family clients as well as institutional clients, and combines advisory work with insurance brokerage. Its advisory mandate is focused on portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly billing and the ability to charge performance-based fees. The firm does not identify as an ESG investor and is not registered as a multi-state adviser.
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Derivatives5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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