Mica Creek Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$301M
Discretionary
$180M
60% of AUM
Avg account
$75.1M
Accounts
4
Employees
4
Advisory reps
3

Firm details

Headquarters
Steamboat Springs, Colorado
CRD number
325642
Registered since
July 9, 2025
Custodians
UMB BANK, N.A. CAPITAL MARKETS DIVISION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses83.86%
  • Pooled Investment Vehicles16.14%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mica Creek Capital LLC is a limited liability company that operates as a hedge-fund manager and registered investment adviser (SEC registration listed for 2025). The firm focuses on institutional clients and provides portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutional investors. Fee arrangements combine a percentage-of-assets-under-management component with performance-based compensation. The firm is not identified as an active ESG investor and does not report multi-state advisory status. Organizationally, ownership is described as a mix of a domestic entity and an individual, and the firm serves as sponsor/GP/managing member for pooled vehicles it runs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Edwin Schermerhorn

    Edwin Schermerhorn

    DirectorCRD 7984932

  • Felipe Guzman

    Felipe Guzman

    AnalystCRD 8199202

  • Michael Mclarney

    Michael Mclarney

    PrincipalCRD 5800673

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

Steamboat Springs, CO

Routt

Location

Steamboat Springs, CO

Headquartered in Steamboat Springs, CO, anchoring the Steamboat Springs-Craig, CO metro in the West.

Metro area
Steamboat Springs-Craig, CO
Region
West
County
Routt
Address
610 Marketplace Plz
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth