MOUNTAIN CREEK CAPITAL, LLC

Overview

Mountain Creek Capital, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients, with a business emphasis on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and shows a clear allocation preference toward publicly traded equities. It does not flag itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on equity exposure for core portfolios, supplemented by selective use of third‑party managers for alternative strategies. The firm’s custodian choice and asset mix suggest a focus on liquid, exchange-traded instruments and an operational setup that supports direct trading and execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices