Capital Creek Partners, LLC (Austin)

Capital Creek Partners, LLC is a large advisory firm based in Austin. It manages $133.16 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas.

Capital Creek Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Creek Partners: assets under management

The assets under management (AUM) of Capital Creek Partners, LLC is $133.16 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital Creek Partners, LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Paul Gauntt	Founding partner	1 Mar 2019	50% - 75%	1551568
Brett Ashley Longoria	Founding partner	1 Mar 2019	Other	6175119
Michael Edwin Miller	Founding partner, cco	1 Mar 2019	25% - 50%	5632100
L.P. Meh Capital	Member	1 Mar 2019	Other	81-4371687

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Kittiwake Capital	Member	1 Mar 2019	Other	81-4042369
Charles Clarence Butt	Member	1 Mar 2019	Other	7091175

Based in Austin

The principal office where Capital Creek Partners, LLC performs its advisory services is located at 1303 San Antonio St, Austin, TX 78701, which is also the mailing address of the firm. An additional office of the firm is in San Antonio, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 2102967119. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.