We are an investment partner organized to serve the needs of family offices, foundations, endowments, and private investment companies. Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. This firm has 5 employees, of which 4 are employees in advisory roles. What does this mean? Listen in to hear Doug discuss the crucial role HCIs Operations Team plays in our value creation strategy, as , Pursue partnerships with owners and management teams who seek meaningful equity stakes to develop a shared vision for operational growth. relationships with our capital partners, and most importantly relationships with the management team. For example, front-running is when a financial professional buys or sell securities ahead of their client. Scott Cotter The company handles $509.6 million in assets under management across 415 client accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). 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. What does this mean? It doesnt run an office outside of the United States. What does this mean? He is a thoughtful listener that processes and understands complex business issues quickly. No. Real Estate. 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. CRD#: 6175119. 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. 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.. What does this mean? 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. Will anyone that was involved be involved with my accounts in any capacity? 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 Compare against similar firms. Checks take place monthly. Credit. Colfax Creek Capital, LLC 2020. 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. CAPITAL CREEK PARTNERS 1303 SAN ANTONIO ST, SUITE 100, AUSTIN, TX 2102967119 Other Info CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. What does this mean? After interviewing dozens of PE firms, I chose to partner with Jason based on, not only his knowledge and strong business acumen, but he was truly the right fit. Is your firm a broker-dealer or are you affiliated with one? What does this mean? Get the full list, To view Capital Creek Partnerss complete board members history, request access, Morningstar Institutional Equity Research. What does this mean? Reach us at info@capitalcreek.com or one of our offices across Texas. 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. *SEC data last verified November 07, 2022. CCP offers individualized strategic advice and wealth management . Any data inaccuracies, please contact our team. What does this mean? For further detail, see our articles on different types of advisors and financial advisor services. 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. Showing 1 - 3 of 3 top financial advisors. 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. tips_and_updates Financial advisor education. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Questions to ask Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. I am honored and humbled to serve on the board for one of the greatest baseball and softball institutions in the world which unites people of all races, genders, and nationalities, said Mr. Gauntt. Jason and his family live in Birmingham, Michigan. Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Will any of my assets be invested in those products? Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. Firm or related person receives soft-dollar benefits in connection with client securities transactions. I have learned these lessons firsthand throughout my Little League and collegiate baseball career, and look forward to helping the next generation of Little Leaguers and volunteers learn them as well.. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. We develop relationships with business owners and management and focus our capital and resources with a shared purpose of creating lasting value. Childcare Network. We have committed capital and are actively seeking new investment opportunities. Does your firm, or anyone associated with the firm, practice as a law firm? 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. HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as These conflicts can negatively impact clients via hidden fees and overall higher costs. As a Certified B Corporation, our focus is simple: people before profits. What does this mean? When? Employees dont receive compensation from other entities for client referrals. Capital Creek Partners, registered in 2019, serves 1 state(s) with a licensed staff of 3 advisors. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. 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. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Avoid Fraud, Get The Facts, And Find The Best. The assets of the firm are managed by its executive management team. The company employs 5 people that are either part- or full-time employees. Capital Creek Partners is an investment management company Austin, Texas, United States 1-10 Venture Capital www.capitalcreek.com/Home 54,273 Highlights Investments 1 Contacts 4 Similar Companies 4 Recent News & Activity Funding Round Jan 18, 2022 Colossus raised $36,000,000 / Series A from BuildGroup and 3 other investors What does this mean? Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. 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. For more information, please visit www.capstarventures.com or email venture@capstarventures.com. In 2019, she moved to Austin to launch Capstar Ventures with anchor capital from successful Texas entrepreneurs Steve Hicks, Kendra Scott, and Robert Gauntt. This could be detrimental to a client during down markets. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Simply put, Jason has both substance and style. Capital Creek Partners operates as a financial advisory firm based in Austin, Texas. I have worked with Jason for over ten years. Questions to ask Internet Explorer presents a security risk. With meaningful, diverse operating experience and an active . Former Chief Executive Officer Does your firm offer mutual funds that have 12b-1 fees? As a result, we do not support personal reviews on the site. 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. To learn more about different types of pricing models, see our article on how much a financial advisor costs. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. Questions to ask 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. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Capital Creek Partners, LLC is a large advisory firm based in Austin. 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. Phone Number 49 160 71 71 001. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Are you seeking a long-term equity partner? CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. 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 . The company doesn't manage any assets belonging to foreign clients. Questions to ask He has shown himself to be a professional with superior understanding, knowledge, and skills in financial management and investment strategy. How many times did it occur? Since acquiring GLE Precision, Jason has brought a calm, steady, strategic direction to the business and management team. For the most up-to-date information, please view the applicable SEC and FINRA reports above. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? 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. What does this mean and why is this 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. His prior work experience includes Glencoe Capital and BMO Harris Bank. What does this mean and why is it important? SEC / JURISDICTION. Questions to ask Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Jason earned an MBA from the University of Chicago and an undergraduate degree from the University of Illinois. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Where climate and . Founded in 2015, the firm has raised more than $1 billion in funds from corporate and institutional investors and invested in over 60 companies. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. What does this mean? A Self-Regulatory Organization 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. INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million 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. 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). Private Equity. REGISTRATION STATUS. 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 REGISTRATION STATUS . Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. Find out what fees Capital Creek Partners charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. Firm performs side-by-side management with accounts that have differing fee structures. Marks extensive pre-investment experience provided him with broad operating exposure to several industries including technology, oil & gas, real estate, and consulting. Capital Creek Partners, registered in 2019, serves 1 state (s) with a licensed staff of 3 advisors. ACE Bakery. View the latest funds and 13F holdings. investor.com is not endorsed by or affiliated with the SEC or FINRA. What does this mean? I was tremendously successful under his leadership and guidance, and as an owner/CEO of a business, I would definitely recommend him and would personally choose to partner with him over and over again. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Brett Barth (CRD# 6175119) is an Investment Advisor Representative working at Capital Creek Partners in Austin, TX and has over 9 years of experience in the finance industry. Our combined experience enables us to have a deeper understanding of industry sector trends and business fundamentals which enhances the operating performance of our portfolio companies. What does this mean and why is it important? In total, Capital Creek Partners manages $509.6 million in assets. Questions to ask 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. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. 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. 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. Read through our introductory course to financial advisors. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. 120-Day Approval, with a registration date of Apr 29, 2019. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. In addition to the experience above, Mr. Gauntt is a Trustee for The University of Texas/Texas A&M Investment Management Company (UTIMCO), sitting on their Compensation Committee, Risk Committee, and Cyber Committee and also sits on the Boards for The Contemporary Austin, RBI Austin, and Hope Mozambique. Capstar Ventures has invested in ten portfolio companies to date, including Culina, a leading plant-based food company; Stylust, a commerce technology platform; The Class, a health and wellness platform; Sarah Flint, a womens luxury shoe brand; Packed Party, a celebration lifestyle brand; St. Frank, a luxury home dcor brand; Museum of Ice Cream, an experience-first development company; Bravo Sierra, the first military-native wellness company; Eterneva, a grief wellness company; and Intraloop, a community insights technology platform. View contacts for Capital Creek Partners to access new leads and connect with decision-makers. What conflicts do I need to be made aware of? These fees dont include brokerage commissions, interest, taxes, and other account expenses. Which securities does your firm trade for itself that it will also be recommending to me? This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Active, Closed, This describes the type of investor this organization is (e.g. Capital Creek Partners Review. How do these benefits affect the firms selection of a broker-dealer partner? Both Turner (University of Texas) and Travis (TCU) later went on to play collegiate baseball as well. The $41.3 million was raised from an experienced group of individuals, family offices, and institutions including Capital Creek Partners, Tiger Partners L.P., and J.P. Morgan. What happened? 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 was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. It manages $133.16 million of regulatory assets for 1 client accounts. Prior to founding KCCP, Tyler served as the chief executive officer of SYNEO, a role which he held from August 2017 to July 2021. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean? What does this mean and why is it important? With meaningful, diverse operating experience and an active approach, we strive to be more of a business partner than an investor. July 21, 2021 07:00 AM Eastern Daylight Time. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Why does your firm believe in offering commission-based services to clients? 1303 SAN ANTONIO ST, Under Mr. Wackman's . What does this mean and why is it important? Mark graduated with a BE from Vanderbilt and an MBA from Stanford University. It is a TX Limited Liability Company. Please see our Disclaimers for more information. Written by investor.com. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). No employees are registered as investment adviser representatives with the state securities authorities. Creek is a climate impact investor. Win whats next. Regulatory disclosures state that firm sells proprietary investments and products. Capital Creek Partners, LLC is a large advisory firm based in Austin. Over the years, Jason has provided me and my team with invaluable insight and guidance on both strategic opportunities and challenging issues. It manages $133.16 million of regulatory assets for 1 client accounts. Listen in to hear Doug and Patrick discuss why human capital is a gamechanger, why building a team is an art and , HCI Co-Founder, Managing Partner and Chief Investment Officer, Doug McCormick, recently joined Justin Fortier on Seraph Consultings new podcast, Manufacturing Excellence. All Rights Reserved. While Capital Creek Partners advises clients across a variety of portfolio sizes, the average client balance is currently $15.9 million. Our system found no disciplinary alerts. Capstar Ventures is the first fund to close as part of J.P. Morgan Asset Managements Project Sparka new initiative in which J.P. Morgan invests balance sheet capital in diverse, emerging alternatives fund managers, including minority-led and women-led venture capital funds. Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment capabilities, particularly in private markets, where we look to establish long term partnerships with best in class management teams. Mark has served on the advisory board for over a hundred private equity funds throughout his career. We capitalize stars. We seek to invest in the best and brightest entrepreneurs solving their own pain points and addressing unmet consumer needs in todays rapidly changing consumer landscape. Unlike HTTPS connections, HTTP connections are not encrypted. What does this mean and why is it important? Founded on January 22, 1995, THISDAY is published by THISDAY NEWSPAPERS LTD., 35 Creek Road Apapa, Lagos, Nigeria with offices in 36 states of Nigeria , the Federal Capital Territory and around . Terms of Use | Disclaimers | Privacy Policy. Encore Rehabilitation. What does this mean and why is this important? The advisory firm has a single stream of revenue. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. All information provided on this website is provided without warranty and for informational purposes only. Investor.com is your trustworthy guide to the world of personal finance. Over the course of my career, I have had the opportunity to partner with multiple private equity funds and by extension been fortunate to work with extraordinarily talented individuals. Austin-Based, Woman-Owned Fund backed by J.P. Morgan Asset Managements Project Spark. The firm doesnt compensate employees in addition to the salary for bringing in new clients. The University of Georgia (BBA) Jordyn previously worked as an associate at Capstar Ventures, an early-stage venture capital firm investing in consumer brands. The number of clients served by it is unknown. 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. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. The number of clients served by it is unknown. Learn more about our investment criteria. Some firms receive these fees as payments, which creates an incentive to promote them. Many people have been burned by frauds and Ponzi schemes. 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. Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. You can reach the main office by calling the phone number 2102967119. Questions to ask Will any of my assets be invested in those products? Our system has identified the following conflict alerts. 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. 2023 Reink Media Group LLC. Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. Capstar Ventures is an early-stage venture capital firm that invests in the next generation of innovative consumer companies. Jason is excellent at inspiring individuals, judging talent, and analyzing diverse business opportunities. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Stocks and cryptocurrency portfolio tracker. 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. Little League - Character, Courage, Loyalty. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. Roberts love for Little League has continued to grow from his first experience as a player through his time as a coach, manager, and league official, and now we look forward to his continued contributions in his new leadership role on our board.. We harness technology and finance to create a world where zero emissions and zero waste targets are not only possible, but profitable. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. The firm has a small team, including 9 financial advisors. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. What does this mean? Learn morehere. Linda Shackelford Austin, TX 78703. Yes or When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. What does this mean and why is it important? All rights reserved. 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). If . 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. Wed love to chat. He always looked out for my personal best interests and at the same timethe best for the company. 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. 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. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. He led the initial acquisition team and continued to serve on our Board of Directors. Please note: Search data is accumulated by 3rd party and refreshed once per day. Capital Creek Partners is a wealth management firm based in Austin, Texas. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. What does this mean and why is it important? Capital Creek Partners Jul 2019 - Present3 years 10 months Austin, Texas Area Multi-family office focused on private market investing. What does this mean and why is it important? Nipun Capital, Twelve Points Wealth Management, Alera Investment Advisors, Dorsey, Wright & Associates, O'brien Capital Advisors, Was this page helpful? Questions to ask 323-500-0922. Financial plans and investment portfolios are always unique to the client's personal financial situation. All requests for updated information should also be reported directly to the SEC and/or FINRA. 1608 W. 5th St., Suite 200, Austin, TX 78703. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.

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