Blue Creek Investment Partners, LLC (Huntsville)

Blue Creek Investment Partners, LLC is a large advisory firm based in Huntsville. It manages $1.42 billion of regulatory assets for 1,722 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Arizona, Colorado, and 15 other states.

Blue Creek Investment Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Blue Creek Investment Partners: assets under management

The assets under management (AUM) of Blue Creek Investment Partners, LLC is $1.42 billion. The firm's AUM has grown by 2028% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $857 million in discretionary accounts and $567 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $638.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Blue Creek Investment Partners has custody of $103.44 million in cash and securities for 31 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Creek Investment Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Blue Creek Investment Partners, LLC

Robert Carl Mayes has been acting as President since 1 Jul 2003. Alan Lee Bagwell joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Carl Mayes	President	1 Jul 2003	75% - 100%	719831
Robert Edwin Brooks	Member	1 Aug 2003	Other	4030070
Alan Lee Bagwell	Cfo	1 Aug 2004	Other	4815554
Alan Lee Bagwell	Cco	1 Dec 2004	Other	4815554
Lonnie Mcmillian	Member	1 Apr 2009	Other	6046202
Llc Keel Point Partners	Sole member	1 Dec 2014	75% - 100%	20-0829010
James Michael Perry	President	1 Dec 2014	Other	1189342
Alan Lee Bagwell	Chief operating officer	1 Jan 2015	Other	4815554
Christopher Joseph Cook	Chief compliance officer	1 Jan 2015	Other	2800929
Kun Yea	Chief financial officer	1 Jan 2015	Other	4918245
David Melville Parks	Executive chairman	1 Jan 2015	Other	1963068

Based in Huntsville

The principal office where Blue Creek Investment Partners, LLC performs its advisory services is located at 100 Church Street, Huntsville, AL 35801, which is also the mailing address of the firm. An additional office of the firm is in Leawood, KS. It doesn’t run an office outside of the United States.