PEARSON CREEK CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2015
Total AUM
$285M
Discretionary
$285M
100% of AUM
Avg account
$3.1M
Accounts
92
Employees
1
Advisory reps
1

Firm details

Headquarters
CHICAGO, Illinois
CRD number
160354
Registered since
April 1, 2015
Custodians
COMMERCE BROKERAGE SERVICES, INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Banking / Thrift Institutions67.55%
  • HNWI32.45%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pearson Creek Capital Management LLC is a privately owned wealth management firm that delivers discretionary portfolio management for individuals, families and small businesses, and also provides investment management services to institutions and business clients. The firm acts as a capital allocator and selects other advisers when clients require access to specialist strategies. Its stated fee mix combines percentage-of-AUM billing with fixed fees, and it is not positioned as an ESG-focused manager. Investment activity centers on liquid public markets with a tilt toward income-generating instruments. The firm manages separate managed account (SMA) relationships and uses third‑party managers where appropriate to fill gaps in in‑house capabilities. Pearson Creek has been SEC‑registered since 2015 and is organized as a limited liability company under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 32%, US Government Bonds 28%, State & Local Bonds 23%, Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 8%32%
  • Exchange Traded Equities32%
  • US Government Bonds28%
  • State & Local Bonds23%
  • Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • KARL RUFF

    PresidentCRD 3045003

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
3057 N Rockwell St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth