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 an independent, SEC-registered RIA formed in 2015 and organized as an LLC. The firm is privately owned by an individual and positions itself as a capital allocator serving individual and family clients. Its advisory services emphasize discretionary portfolio management across individual/small business and institutional/business relationships, and the firm also engages in the selection of sub‑advisers. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Pearson Creek does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

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

    Karl Ruff

    PresidentCRD 3045003

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth