PEARSON CREEK CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 160354
- Registered since
- April 1, 2015
- Website
- www.pearsoncreekcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities32%
- US Government Bonds28%
- State & Local Bonds23%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
Contacts
1 of 1KARL RUFF
PresidentCRD 3045003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
RIACHICAGO, IL
INVESTBEV
RIACHICAGO, IL
HORIZON FAMILY WEALTH, INC.
RIACHICAGO, IL
NEXTGEN GROWTH PARTNERS, LLC
RIACHICAGO, IL
PROJECT LEVEL MANAGEMENT COMPANY, LLC
RIACHICAGO, IL
KAI WEALTH LLC
RIACHICAGO, IL