← Directory
CREATION INVESTMENTS
Legal name: CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC
CRD 171581File 801-107138
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$1.60B
Clients
17
17 accounts
Employees
21
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 19, 2016
- Principal office
- 156 N JEFFERSON STREET SUITE 201, CHICAGO, IL, 60661
- Phone
- 312-784-3988
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $1.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $94.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $1.60B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 22 | 17 | decreased by5 |
| Apr 1, 2026 | AUM | $1,816,425,954 | $1,604,086,767 | decreased by$212,339,187 |
| Apr 1, 2026 | Accounts | 22 | 17 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 21 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 22 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,862,084,306 | $1,816,425,954 | decreased by$45,658,352 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 22 | increased by4 |
| Apr 1, 2022 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2022 | Clients | 15 | 18 | increased by3 |
| Apr 1, 2022 | AUM | $713,104,891 | $1,862,084,306 | increased by$1,148,979,415 |
| Apr 1, 2022 | Accounts | 15 | 18 | increased by3 |
| 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 “CREATION INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREATION INVESTMENTS” 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.