NORTH CREEK CAPITAL, LLC

RIASEC Registered
Total AUM
$17.2M
Discretionary
$17.2M
100% of AUM
Avg account
$17.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
SEATTLE, Washington
CRD number
302104
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

North Creek Capital, LLC is a small, institutional-focused advisory firm organized as a limited liability company. Its primary advisory activity is portfolio management for pooled investment vehicles; the firm appears to operate around a single pooled vehicle that it advises. Fee arrangements include asset-based charges, hourly billing, performance fees and other structures. North Creek Capital does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm also has an industry affiliation as a real estate broker.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MICHAEL MORGAN

    FounderCRD 6313347

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
Attn Michael Morgan W Commod Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth