The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Active, Closed, This describes the type of investor this organization is (e.g. At HCI, we believe our substantial operating experience differentiates us from other financial partnersthe majority of our senior team members have been a CEO, President or CFO of an industrial business during their careers. Will any of my assets be invested in those products? With meaningful, diverse operating experience and an active . Does your fim accept soft-dollar benefits? In total, Capital Creek Partners manages $509.6 million in assets. 1. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Any data inaccuracies, please contact our team. Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. What does this mean? 120-Day Approval, with a registration date of Apr 29, 2019. Capstar Ventures L.P. announced today the close of its inaugural Fund I with $41.3 million of capital commitments. All rights reserved. Capital Creek Partners Aug 2019 - Present3 years 9 months Austin, Texas Area Co-Founder Neuro Health of Texas Aug 2018 - Present4 years 9 months Austin, Texas Area Contributor Seeking Alpha Mar. He is a thoughtful listener that processes and understands complex business issues quickly. All Rights Reserved. How many times did it occur? July 21, 2021 07:00 AM Eastern Daylight Time. Brush Creek Partners is a unique private equity firm founded and funded by entrepreneurs, families, and individuals, and many of us have worked and co-invested together in the past. The $41.3 million was raised from an experienced group of individuals, family offices, and institutions including Capital Creek Partners, Tiger Partners L.P., and J.P. Morgan. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Listen in to hear Doug discuss the crucial role HCIs Operations Team plays in our value creation strategy, as , Pursue partnerships with owners and management teams who seek meaningful equity stakes to develop a shared vision for operational growth. REGISTRATION STATUS. Questions to ask Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. Travis Gauntt - Vice President - Capital Creek Partners | LinkedIn The firm doesnt compensate employees in addition to the salary for bringing in new clients. It prepares financial plans for less than 10 clients. INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million 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. What does this mean? Capital Creek Partners | Wealthminder The firm was founded in 2019 by Robert Gauntt and Michael Miller. We have committed capital and are actively seeking new investment opportunities. Firm or an affiliate actively engages in business as a law firm or lawyer. Where climate and . HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. 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. 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. 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. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. 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.. CAPITAL CREEK PARTNERS ( CRD # 301211/SEC#:801-115166 ) CAPITAL CREEK PARTNERS, CAPITAL CREEK PARTNERS, LLC. To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Mike Miller, CFA, CAIA - Founding Partner - Capital Creek Partners We build solid partnerships with company owners and management teams to develop and execute their growth strategies. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations.
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