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CAPITAL CREEK PARTNERS
Legal name: CAPITAL CREEK PARTNERS, LLC
CRD 301211File 801-115166
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.52B
Above cohort median (national)
Discretionary AUM
$645.0M
Non-discretionary $878.4M
Clients
167
789 accounts
Employees
24
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 29, 2019
- Principal office
- 1608 W. 5TH ST., SUITE 200, AUSTIN, TX, 78703
- Phone
- 512-316-3397
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.52B
- Discretionary AUM
- $645.0M
- Non-discretionary AUM
- $878.4M
- Discretionary accounts
- 180
- Non-discretionary accounts
- 609
- Total accounts
- 789
- AUM per client
- $9.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $310.7M |
| Charitable organizations | 7 | $60.6M |
| High net worth individuals | 97 | $721.3M |
| Pooled investment vehicles | 13 | $420.5M |
| Individuals (other than high net worth individuals) | 10 | $10.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.