MORGAN CREEK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2006
Total AUM
$1.8B
Discretionary
$1.4B
78% of AUM
Avg account
$32.5M
Accounts
55
Employees
29
Advisory reps
3

Firm details

Headquarters
CHAPEL HILL, North Carolina
CRD number
138401
Registered since
January 26, 2006
Custodians
TD AMERITRADE, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles83.42%
  • Charitable Organizations14.38%
  • HNWI2.03%
  • Investment Companies0.17%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Morgan Creek Capital Management, LLC is an SEC-registered investment adviser that operates as a multi-strategy manager and capital allocator. The firm combines hedge fund and private equity activity with registered RIA responsibilities, and it serves both individual/family and institutional clients. Its business mix includes managing pooled vehicles and investment companies, selecting third‑party advisers, and acting in commodity pool operator/commodity trading adviser roles. Fees include a percentage of assets under management and performance-based arrangements. The firm identifies 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

Asset composition

Asset composition: Private Funds 89%, Public Funds/Mutual Funds 7%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%89%
  • Private Funds89%
  • Public Funds/Mutual Funds7%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • NICHOLAS TAYLOR

    COO & CFOCRD 6603407

  • MARK YUSKO

    CIO & CEOCRD 2369220

  • WILLIAM BACON

    Chief Compliance OfficerCRD 3139303

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

CHAPEL HILL, NC

ORANGE

Location

CHAPEL HILL, NC

Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
ORANGE
Address
301 W Barbee Chapel Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth