capital creek partners

Co-Founding Partner & Co-Chief Investment Officer, Co-Founding Partner & Chief Financial Officer, Chief Compliance Officer, Chief Operating Officer & Legal Counsel, To view Capital Creek Partnerss complete commitments history, request access, Youre viewing 5 of 7 team members. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. KCCP - Team Overview The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. It doesnt run an office outside of the United States. Prosek Partners Both Turner (University of Texas) and Travis (TCU) later went on to play collegiate baseball as well. Capital Creek Partners - SmartAdvisor Match Capital Creek Partners Apr 2022 - Present1 year 1 month Austin, Texas, United States Teacher Retirement System of Texas 2 years 10 months Private Equity Senior Associate Sep 2021 - Apr 20228. President & Chief Executive Officer The firm's website is not secure by modern internet standards. Capstar Ventures raises $41M VC fund, attracts support of J.P. Morgan Capital Creek Partners, registered in 2019, serves 1 state (s) with a licensed staff of 3 advisors. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. 210-901-1422, Is this your firm? The management of the property and business affairs of Little League Baseball, Incorporated, is vested in the International Board of Directors. The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. January 17, 2023. How does your firm approach insurance sales? What does this mean and why is it important? Firm or related person receives soft-dollar benefits in connection with client securities transactions. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Since acquiring GLE Precision, Jason has brought a calm, steady, strategic direction to the business and management team. It manages $133.16 million of regulatory assets for 1 client accounts. Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. Co-Investment. Terms of Use | Disclaimers | Privacy Policy. Capital Creek Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. His prior work experience includes Glencoe Capital and BMO Harris Bank. All rights reserved. IAPD - Investment Adviser Public Disclosure - Homepage He was recently appointed by Texas Governor Greg Abbott to serve on the Texas Higher Education Coordinating Board and was previously a Trustee for the Teacher Retirement System of Texas (TRS) from 2008-11, serving as Chair for the Risk Management Committee and Investment Management Committee. Childcare Network. Jordyn Gauntt Capital Creek Partners DTCP Growth invests in enterprise application . Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Real Estate. Questions to ask Capital Creek Partners currently serves clients in the following states: TX. Mike Miller Capital Creek Partners Travis Gauntt - Vice President - Capital Creek Partners | LinkedIn How many times did it occur? What does this mean? Will any of my assets be invested in those products? 1. What conflicts arise from this relationship? With Colfax Creek, Jason is a managing partner and board member for Midwest Innovative Products, Premier Engineered Products, Traverse City Products, and Dial Tool Industries. Compare against similar firms. Brush Creek Partners | Private equity investment firm | ABOUT US Questions to ask During their time in the program, his sons went on to tremendous success at the Senior League level, with Travis winning the 2009 Senior League Baseball World Series (SLBWS), Tyler playing in the 2010 SLBWS, and Turner winning back-to-back (2014-15) SLBWS championships. Kathryn embodies the type of fund manager we set out to back through the launch of our Project Spark initiative and we are thrilled to partner with Capstar Ventures on its inaugural fund, said Jamie Kramer, Head of Alternative Solutions at J.P. Morgan Asset Management and Investment Committee Chair for Project Spark. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. No. Any data inaccuracies, please contact our team. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. What does this mean? Capstar Ventures L.P. announced today the close of its inaugural Fund I with $41.3 million of capital commitments. All requests for updated information should also be reported directly to the SEC and/or FINRA. What does this mean? ewarfield@prosek.com What does this mean? . What does this mean? Please note: Search data is accumulated by 3rd party and refreshed once per day. Colfax Creek Capital, LLC 2020. tips_and_updates Financial advisor education. What does this mean? Dry Creek Capital Partners Announces Launch and First Investment Established in 2019, it offers broad investment advisory services to retail investors including individualized strategic advice and wealth management over diversified asset classes, including both public and private investments, also known as wealth management. 80 percent of the employees work as investment advisers or researchers. Nipun Capital, Twelve Points Wealth Management, Alera Investment Advisors, Dorsey, Wright & Associates, O'brien Capital Advisors, Was this page helpful? Will anyone that was involved be involved with my accounts in any capacity? Little League is more than just balls and strikes, and wins and losses, but more importantly teaches life lessons of perseverance and humility as well as the critical importance of teamwork in order to succeed. Chief Executive Officer Capital Creek Partners, LLC (Austin) | Adviser Rankings InvestingReview.org does not provide investment advice. While this can be seen as "eating your own cooking," there are conflicts that may arise. Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. Visit Site 323-500-0922. Are you seeking a long-term equity partner? Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Capital Creek Partners | Wealthminder CAPITAL CREEK PARTNERS - AUSTIN , TX - Avoid Fraud, Get The Facts, And The University of Georgia (BBA) Jordyn previously worked as an associate at Capstar Ventures, an early-stage venture capital firm investing in consumer brands. Questions to ask Where climate and . Financial advisory firms charge fees in different ways, such as a percentage of your assets (aka AUM, or assets under management), an hourly fee, or a fee for a specific service. Copyright 2019 by InvestingReview.org / All Rights Reserved. All rights reserved. Does your firm offer mutual funds that have 12b-1 fees? Capital Creek Partners Profile: Commitments & Mandates | PitchBook Free and open company data on Texas (US) company Capital Creek Partners, LLC (company number 0803211608), 1608 W 5TH ST UNIT 200, AUSTIN, TX, 78703-5499 Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Capital Creek Partners is a multi-family office based in Austin, Texas. Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. Along with more than a dozen at-large members from a variety of occupations and backgrounds, the Little League International Board has nine Field Directors, each representing one of Little Leagues nine regions, who are nominated by their peers for election to four-year terms by their regions District Administrators. Capstar Ventures invests broadly across the consumer sector at Seed and Series A in digitally native brands, consumer goods and services, and technologies that power these startups. What happened? WASHINGTON, DC, March 28, 2023 HCI Equity Partners (HCI) announced today that Bob Currier has joined the HCI Executive Partner group to advise on human capital management, including talent acquisition, organizational design, leadership development and succession throughout the entire , HCIs Managing Partner and Chief Investment Officer, Doug McCormick, recently joined Patrick Stroth on his podcast M&A Masters. Tyler is the founder and president of Kennedy Creek Capital Partners (KCCP), a family-owned investment firm focused on equity investments in smaller, private companies in the United States. Prior to Capstar Ventures, she spent two years at the Texas Retirement System of Texas (TRS) allocating capital to hedge fund and long-only equity strategies and worked as an investment . Robert Gauntt, Founding Partner at Capital Creek Partners and Former SEC / JURISDICTION. AUSTIN, Texas-- ( BUSINESS WIRE )--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with . Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Capital Creek Partners Jan 2019 - Present4 years 4 months San Antonio, Texas Area Advisory Board Member Treaty Oak Equity LLC Nov 2017 - Present5 years 6 months Austin, Texas Adjunct Professor. 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. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. Angel, Fund of Funds, Venture Capital), Capital Creek Partners is an investment management company, Find More Contacts for Capital Creek Partners, Edit Lists Featuring This Company Section, Venture Capital Investors with Investments in Greater Boston Area, Venture Capital Investors with Investments in Northeastern US, Venture Capital Investors with Investments in United States. Capital Creek Partners, LLC :: Texas (US) :: OpenCorporates Does your fim accept soft-dollar benefits? Credit. Questions to ask This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Mark serves on the Conference Committee for the Pension Real Estate Association (PREA) and the Program Committee for the University of Texas Real Estate Finance and Investment Center (REFIC). What does this mean? INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million Investor.com is your trustworthy guide to the world of personal finance. Our system found no disciplinary alerts. We develop relationships with business owners and management and focus our capital and resources with a shared purpose of creating lasting value. Investment Associate - Capital Creek Partners - LinkedIn For further detail, see our articles on different types of advisors and financial advisor services. Brush Creek Partners is a unique private equity firm founded and funded by entrepreneurs, families, and individuals, and many of us have worked and co-invested together in the past. It is a TX Limited Liability Company. Our system has identified the following conflict alerts. Firm can legally elect to accept commissions for their investment advisory services. Helping global leaders reach new heig. You can reach the main office by calling the phone number 2102967119. View contacts for Capital Creek Partners to access new leads and connect with decision-makers. Following his own baseball career, Mr. Gauntt later returned to the Little League program as a volunteer coach, manager, and board member at West University Little League (Houston, Texas), where all three of his sons played in the program from Tee Ball through the Senior League division. Mr. Gauntt is currently the founding partner at Capital Creek Partners, a multi-family investment firm in Austin, Texas, as well as a co-founder and limited partner for Capstar Ventures, early-stage venture capital firm investing in consumer brands, in Austin. For more information, please visit www.capstarventures.com or email venture@capstarventures.com. All information provided on this website is provided without warranty and for informational purposes only. What does this mean? Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment. Why does your firm believe in offering commission-based services to clients? Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Stocks and cryptocurrency portfolio tracker. Little League. Encore Rehabilitation. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. The firm was founded in 2019 by Robert Gauntt and Michael Miller. Established in 2019, it offers broad investment advisory services to retail investors including individualized strategic advice and wealth management over diversified asset classes, including both public and private investments, also known as wealth management. All Rights Reserved. Importantly, we align ourselves with our partners as we invest alongside them in everything we do. Jason stands out as someone who has keen business judgment, fosters calculated risk-taking and is incredibly down to earth. Scott Cotter InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. The Board has the control of the corporation and the power to appoint such standing committees as it shall determine and to delegate such responsibilities as it shall deem advisable. Over the years, Jason has provided me and my team with invaluable insight and guidance on both strategic opportunities and challenging issues. As a Certified B Corporation, our focus is simple: people before profits. Jason and his family live in Birmingham, Michigan. If . Colfax Creek takes a long-term approach to investing in "smaller" middle market companies. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Capital Creek Partners operates as a financial advisory firm based in Austin, Texas. Dry Creek Capital Partners LP Steve Emerson (720) 836-6503 semerson@drycreekcp.com 400 Capital Management LLC Katrina Allen Edelman (917) 640-2753 Katrina.allen@edelman.com Site Navigation We build solid partnerships with company owners and management teams to develop and execute their growth strategies. Capital Creek Partners, LLC is a large advisory firm based in Austin. Capital Creek Partners is a private wealth management investment firm that provides investment advisory services to individuals, families, trusts, estates, charitable organizations, foundations, and other clients. Home | BC Partners Mike Miller, CFA, CAIA - Founding Partner - Capital Creek Partners How do these benefits affect the firms selection of a broker-dealer partner? SUITE 100, AUSTIN, TX. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. As a financial advisory firm, Capital Creek Partners can provide a variety of financial planning services for Americans. Capital Creek Partners Aug 2019 - Present3 years 9 months Austin, Texas Area Co-Founder Neuro Health of Texas Aug 2018 - Present4 years 9 months Austin, Texas Area Contributor Seeking Alpha Mar. We harness technology and finance to create a world where zero emissions and zero waste targets are not only possible, but profitable. We feel fortunate for the opportunity to support those in the earlier stages of building their business and to work alongside phenomenal partners to provide more diverse founders a seat at the table.. Before Colfax Creek, Jason managed or co-managed 12 platform companies; he led deal negotiation, due diligence, financing, management recruitment and retention, and investment strategy focusing on service, consumer product, and industrial companies with EBITDA $3m $12m. We leverage diverse operating and investing expertise and extensive networks to support early-stage founders on their journey from start to scale. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. What percentage of income does your firm receive from fees versus commissions? It manages $133.16 million of regulatory assets for 1 client accounts. Think your business would be of interest to HCI? Capital Creek Partners - Crunchbase Investor Profile & Investments This could also limit the number and diversity of investment options available and may impact their transferability. Capital Creek Partners Jul 2019 - Present3 years 10 months Austin, Texas Area Multi-family office focused on private market investing. Become a Mission Supporter. Cavanaugh has been investing in and advising early-stage companies across consumer, healthcare, and technology for the past 15 years. These fees dont include brokerage commissions, interest, taxes, and other account expenses. Robert P. Gauntt at Capital Creek Partners | Wealthminder AUSTIN, Texas--(BUSINESS WIRE)--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with $41.3 million of capital commitments. Founded by Kathryn Cavanaugh in 2019, Capstar Ventures invests nationwide in innovative consumer companies. What conflicts do I need to be made aware of? Track the AUM, funds, and holdings for Capital Creek Partners LLC over time. From 1991-96, Mr. Gauntt was with Goldman Sachs Private Wealth Management in Houston and also worked at Paine Webber Inc., both in London and New York City, prior to obtaining his MBA from The University of Texas. The fund backs inspiring entrepreneurs addressing unmet consumer needs that resonate with the influential Millennial and Gen Z consumer with differentiated products, services and platforms that are unproven at scale. What does this mean and why is this important? Capital Creek Partners is a wealth management firm based in Austin, Texas. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. In total, Capital Creek Partners manages $509.6 million in assets. Capital Creek Partners LLC | AUM 13F 2023 Reink Media Group LLC. Prior to forming Capital Creek, Mr. Gauntt co-founded Avalon Advisors in 2001, where he remained until 2018. Capital Creek Partners Firm's CRD Number: 301211 1608 5th St., Suite 200, Austin, TX 78703 By the Numbers Total Assets Under Management 510 MILLIONS Total Number of Accounts 415 ACCOUNTS Average Account Value $1,227,993 Compensation Options A percentage of assets under your management Fixed fees (other than subscription fees) Performance-based fees Mark Shoberg Capital Creek Partners Mark Shoberg Partner, Co-CIO EDUCATION Stanford University (MBA), Vanderbilt (BA) Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. *SEC data last verified November 07, 2022. For example, front-running is when a financial professional buys or sell securities ahead of their client. Capital Creek Partners, LLC is a large advisory firm based in Austin. Former Chief Executive Officer Kathryn brings a unique perspective, deep expertise and a differentiated vision for investing in the next generation of consumer companies, and were pleased to be participating in the fund.. What does this mean? Internet Explorer presents a security risk. Questions to ask Financial plans and investment portfolios are always unique to the client's personal financial situation. What does this mean and why is it important? In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. Mr. Gauntt spent the prior five years with Morgan Stanleys Private Wealth Management Division, assisting the company in opening the wealth management business in the southwest. Austin-Based, Woman-Owned Fund backed by J.P. Morgan Asset Managements Project Spark. Following a virtual meeting held on Friday, December 17, the Little League International Board of Directors announced the election of Robert Gauntt, a longtime investment and wealth management professional, to be its newest at-large director. When? Mike Miller Capital Creek Partners Mike Miller, CFA, CAIA Founding Partner EDUCATION The University of Texas at Austin (MBA), Texas Christian University (BBA) Prior to co-founding Capital Creek, Mike was the CFO at a prominent San Antonio family office. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. CRD#: 6175119. Questions to ask The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. We could always rely on Jason to follow through on his commitments. Jason earned an MBA from the University of Chicago and an undergraduate degree from the University of Illinois. REGISTRATION STATUS. Please see our Disclaimers for more information. What does this mean? Find out what fees Capital Creek Partners charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. CCP offers individualized strategic advice and wealth management . Mr. Gauntt is currently the founding partner at Capital Creek Partners, a multi-family investment firm in Austin, Texas, as well as a co-founder and limited partner for Capstar Ventures, early-stage venture capital firm investing in consumer brands, in Austin. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. These conflicts can negatively impact clients via hidden fees and overall higher costs. This could be detrimental to a client during down markets. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean and why is this important? Regulatory disclosures state that firm sells proprietary investments and products. 120-Day Approval, with a registration date of Apr 29, 2019. Capstar Ventures is an early-stage venture capital firm that invests in the next generation of innovative consumer companies. Capital Creek Partners Review 2023 | investor.com Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Linda Shackelford This firm has 5 employees, of which 4 are employees in advisory roles. What does this mean? With experience from some of the largest institutions and endowments in the country, our goal is to create generational value for our partner families and organizations. Showing 1 - 3 of 3 top financial advisors. The firm doesnt compensate employees in addition to the salary for bringing in new clients. Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. A former Little Leaguer himself at West Side National Little League (Fort Worth, Texas), Mr. Gauntt later went on to play baseball for the University of Texas where he was a starting infielder on the Longhorns 1983 NCAA Division I National Championship team. MEMBER owns more than 5% but less than 10%, FOUNDING PARTNER, CCO owns more than 25% but less than 50%, FOUNDING PARTNER owns more than 50% but less than 75%.

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