RATTLESNAKE CREEK CAPITAL LLC

RIASEC Registered
Total AUM
$21.8M
Discretionary
$21.8M
100% of AUM
Avg account
$838K
Accounts
26
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Cash & Cash Equivalents 20%80%
  • Public Funds/Mutual Funds80%
  • Cash & Cash Equivalents20%

Contacts

2 of 2
  • BRIAN SANTIAGO SANTOS

    Investment Advisor RepresentativeCRD 7897642

  • BRIAN BARRY

    CCOCRD 7907490

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

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
918 S Horton St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth