RATTLESNAKE CREEK CAPITAL LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 332008
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI83.94%
- Individuals16.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rattlesnake Creek Capital LLC is a small, privately owned investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee schedule and can also levy performance-based fees, indicating some client relationships have incentive-aligned compensation. Its investment program is centered on public funds and mutual funds as the primary vehicle for client exposures, but the firm also allocates to select alternative strategies — specifically real estate and digital currency — via third-party managers. The adviser is structured as a limited liability company and operates under an individual-owner model rather than as a multi-state or institutional allocator. It does not present itself as an active ESG investor and is not listed as a pension consultant or related adviser. Investment decision-making appears concentrated and client-specific, consistent with a boutique RIA serving a limited number of higher-balance households.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents20%
Contacts
2 of 2BRIAN SANTIAGO SANTOS
Investment Advisor RepresentativeCRD 7897642
BRIAN BARRY
CCOCRD 7907490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 918 S Horton St
- Time zone
- PT (UTC-8)
- Office locations
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