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CREEKSIDE PARTNERS
Legal name: CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
CRD 125401File 801-68879
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$553.4M
Above cohort median (national)
Discretionary AUM
$553.4M
Clients
274
819 accounts
Employees
2
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 20, 2008
- Principal office
- 775 BAYWOOD DRIVE, SUITE 306, PETALUMA, CA, 94954
- Phone
- 707-769-7820
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $553.4M
- Discretionary AUM
- $553.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 819
- Non-discretionary accounts
- 0
- Total accounts
- 819
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.4M |
| Charitable organizations | Fewer than 5 | $524K |
| High net worth individuals | 147 | $476.1M |
| Pension and profit sharing plans | Fewer than 5 | $15.0M |
| Individuals (other than high net worth individuals) | 127 | $47.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 279 | 274 | decreased by5 |
| Apr 1, 2026 | AUM | $505,276,940 | $553,388,044 | increased by$48,111,104 |
| Apr 1, 2026 | Accounts | 788 | 819 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 257 | 279 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $505,826,892 | $505,276,940 | decreased by$549,952 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 257 | 788 | increased by531 |
| Apr 1, 2022 | Employees | 3 | 2 | decreased by1 |
| Apr 1, 2022 | AUM | $470,175,798 | $505,826,892 | increased by$35,651,094 |
| Apr 1, 2022 | Accounts | 258 | 257 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREEKSIDE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREEKSIDE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.