Capital Creek Partners
Assets Under Management
$1.2B
Number of Clients
143
Number of Advisors
4
Average Client AUM
$8.7M
AUM per Advisor
$310.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Creek Partners provides individualized strategic advice and wealth management over diversified asset classes, including public and private investments. They engage sub-advisors and recommend private investments. CCP sponsors pooled investment vehicles (Private Funds and Access Funds) for client access to specific asset classes.
Fee Structure
CCP charges an investment management fee for managed accounts, ranging from 0.25% to 1.00% of managed assets. Fees are generally lower for clients with higher amounts of assets under management and are negotiated based on client needs, service complexity, and asset types. Certain clients have alternative fee structures, including flat fees, tiered fees, fees based on committed or invested capital, and/or performance fees. Clients may also be invoiced to reimburse CCP for certain expenses relating to the identification, selection, and acquisition of investments.
Areas of Practice
Location
1608 W. 5th St., Suite 200, Austin, TX, 78703