Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. For further detail, see our articles on different types of advisors and financial advisor services. While this can be seen as "eating your own cooking," there are conflicts that may arise. Firm or a related person trades securities for themselves that they also recommend to their clients. The assets under management (AUM) of Capital Creek Partners, LLC is $133.16 million. 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. Questions to ask 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 To ensure the most secure and best overall experience on our website, we recommend the latest versions of. 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 Internet Explorer presents a security risk. Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. We develop relationships with business owners and management and focus our capital and resources with a shared purpose of creating lasting value. Win whats next. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. How do these benefits affect the firms selection of a broker-dealer partner? Does your fim accept soft-dollar benefits? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. relationships with our capital partners, and most importantly relationships with the management team. 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. Real Estate. Our system has identified the following conflict alerts. Stanford University (MBA), Vanderbilt (BA). With meaningful, diverse operating experience and an active approach, we strive to be more of a business partner than an investor. Which securities does your firm trade for itself that it will also be recommending to me? The firm was founded in 2019 by Robert Gauntt and Michael Miller. Many people have been burned by frauds and Ponzi schemes. He always looked out for my personal best interests and at the same timethe best for the company. SEC / JURISDICTION. 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. We capitalize stars. It doesnt run an office outside of the United States. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes. Founded in 1986, BC Partners is a leading alternative investment manager focused on private equity, credit, and real estate, with deep networks across Europe and North America. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Childcare Network. Nipun Capital, Twelve Points Wealth Management, Alera Investment Advisors, Dorsey, Wright & Associates, O'brien Capital Advisors, Was this page helpful? San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. What does this mean? Erica Warfield Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. Over the last twenty-plus years, Jason Duzan has led nearly two billion in private investment transactions, developed new investment opportunities, and managed a diverse portfolio of operating companies. We have committed capital and are actively seeking new investment opportunities. Prosek Partners Austin-Based, Woman-Owned Fund backed by J.P. Morgan Asset Managements Project Spark. 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. 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. 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. REGISTRATION STATUS. On top of advisory services, the firm doesn't engage in other business activities. 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 performs side-by-side management with accounts that have differing fee structures. We leverage diverse operating and investing expertise and extensive networks to support early-stage founders on their journey from start to scale. 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. Capital Creek Partners currently serves clients in the following states: TX. If . These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 210-901-1422, Is this your firm? How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? What does this mean and why is it important? What does this mean? Creek is a climate impact investor. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. InvestingReview.org does not provide investment advice. 1608 W. 5th St., Suite 200, Austin, TX 78703. Compare against similar firms. Questions to ask Is your firm affiliated with a law firm in any capacity? Any data inaccuracies, please contact our team. Capital Creek Partners manages $509.6 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). He is a thoughtful listener that processes and understands complex business issues quickly. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. It is a TX Limited Liability Company. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Copyright 2003-2023 The adviser's REGISTRATION status is listed below. The company doesn't manage any assets belonging to foreign clients. 2023 Reink Media Group LLC. Importantly, we align ourselves with our partners as we invest alongside them in everything we do. January 17, 2023. 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. No employees are registered as investment adviser representatives with the state securities authorities. 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 misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. 80 percent of the employees work as investment advisers or researchers. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Does your firm, or anyone associated with the firm, practice as a law firm? 2. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. As a result, we do not support personal reviews on the site. What does this mean and why is it important? Copyright 2019 by InvestingReview.org / All Rights Reserved. Wed love to chat. Steve, Robert, and I are thrilled for the opportunity to partner with Kathryn to launch Capstar Ventures because we share a commitment to supporting the innovation and passion that entrepreneurs contribute to our world, and believe it is critical to building a brighter future, added Kendra Scott, Founder of Kendra Scott LLC. 1. 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. Should I Hire a Financial Advisor or DIY It? What percentage of income does your firm receive from fees versus commissions? Does your firm perform side-by-side management? 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). We bring extensive capabilities gained from senior leadership roles at a variety of leading industrial and service companies. The headquarters of Capital Creek Partners is 1608 5th ST., Suite 200. What does this mean and why is it important? 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. Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. It manages $133.16 million of regulatory assets for 1 client accounts. Contact Email info@dtcp.capital. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. We invest in sustainable, decentralized infrastructure to help individuals, companies and communities increase value and reduce their carbon footprint. 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. Questions to ask 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. Founded in 2015, the firm has raised more than $1 billion in funds from corporate and institutional investors and invested in over 60 companies. ewarfield@prosek.com We harness technology and finance to create a world where zero emissions and zero waste targets are not only possible, but profitable. 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). This could be detrimental to a client during down markets. 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.. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. Find out what fees Capital Creek Partners charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Prior to forming Capital Creek, Mr. Gauntt co-founded Avalon Advisors in 2001, where he remained until 2018. 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 . What does this mean? Regulatory disclosures state that firm sells proprietary investments and products. Private Equity. I have worked with Jason for over ten years. What does this mean? In 2019, she moved to Austin to launch Capstar Ventures with anchor capital from successful Texas entrepreneurs Steve Hicks, Kendra Scott, and Robert Gauntt. What does this mean and why is it important? What does this mean? This Austin venture capitalist raised money from J.P. Morgan, Capital Creek Partners and others. The University of Georgia (BBA) Jordyn previously worked as an associate at Capstar Ventures, an early-stage venture capital firm investing in consumer brands. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. Co-Investment. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. As a Certified B Corporation, our focus is simple: people before profits. We seek to invest in founders who are solving their own pain points and who directly relate to and resemble their customers because we have seen how that authentic connection translates into high growth companies, said Kathryn Cavanaugh, Founder and Managing Partner of Capstar Ventures. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. CRD#: 6175119. SUITE 100, AUSTIN, TX. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules.
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