capital creek partners

When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Little League - Character, Courage, Loyalty. What does this mean? Read through our introductory course to financial advisors. This could be detrimental to a client during down markets. CCP offers individualized strategic advice and wealth management . To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Over the last twenty-plus years, Jason Duzan has led nearly two billion in private investment transactions, developed new investment opportunities, and managed a diverse portfolio of operating companies. Written by investor.com. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Capital Creek Partners Review. Regulatory disclosures state that firm sells proprietary investments and products. He led the initial acquisition team and continued to serve on our Board of Directors. On top of advisory services, the firm doesn't engage in other business activities. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Unlike HTTPS connections, HTTP connections are not encrypted. Will anyone that was involved be involved with my accounts in any capacity? It manages $133.16 million of regulatory assets for 1 client accounts. 1303 SAN ANTONIO ST, Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Wed love to chat. Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment. In total, Capital Creek Partners manages $509.6 million in assets. Questions to ask Following a virtual meeting held on Friday, December 17, the Little League International Board of Directors announced the election of Robert Gauntt, a longtime investment and wealth management professional, to be its newest at-large director. It is a TX Limited Liability Company. Mr. Gauntt is currently the founding partner at Capital Creek Partners, a multi-family investment firm in Austin, Texas, as well as a co-founder and limited partner for Capstar Ventures, early-stage venture capital firm investing in consumer brands, in Austin. View Filing. What does this mean? What does this mean and why is it important? The Board has the control of the corporation and the power to appoint such standing committees as it shall determine and to delegate such responsibilities as it shall deem advisable. Scott Cotter All rights reserved. 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. Why does your firm believe in offering commission-based services to clients? We have committed capital and are actively seeking new investment opportunities. The fund backs inspiring entrepreneurs addressing unmet consumer needs that resonate with the influential Millennial and Gen Z consumer with differentiated products, services and platforms that are unproven at scale. Why doesnt your firm use a secure website? Capstar Ventures L.P. announced today the close of its inaugural Fund I with $41.3 million of capital commitments. This firm has 5 employees, of which 4 are employees in advisory roles. No. FINRA data last verified November 07, 2022. The firm doesnt compensate employees in addition to the salary for bringing in new clients. Following his own baseball career, Mr. Gauntt later returned to the Little League program as a volunteer coach, manager, and board member at West University Little League (Houston, Texas), where all three of his sons played in the program from Tee Ball through the Senior League division. Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. Colfax Creek Capital, LLC 2020. We bring extensive capabilities gained from senior leadership roles at a variety of leading industrial and service companies. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. We are long term investors offering institutional access and capabilities to our partners. Austin, TX 78703. Reach us at info@capitalcreek.com or one of our offices across Texas. What does this mean? Learn more about our investment criteria. Our combined experience enables us to have a deeper understanding of industry sector trends and business fundamentals which enhances the operating performance of our portfolio companies. What does this mean and why is it important? With Colfax Creek, Jason is a managing partner and board member for Midwest Innovative Products, Premier Engineered Products, Traverse City Products, and Dial Tool Industries. Co-Founding Partner & Co-Chief Investment Officer, Co-Founding Partner & Chief Financial Officer, Chief Compliance Officer, Chief Operating Officer & Legal Counsel, To view Capital Creek Partnerss complete commitments history, request access, Youre viewing 5 of 7 team members. Find out what fees Capital Creek Partners charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. When? The firm's website is not secure by modern internet standards. Prior to founding KCCP, Tyler served as the chief executive officer of SYNEO, a role which he held from August 2017 to July 2021. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Capital Creek Partners, LLC is a large advisory firm based in Austin. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Phone Number 49 160 71 71 001. Erica Warfield Our firm's culture is rooted in Integrity, Humility, and Excellence. What does this mean? Little League is more than just balls and strikes, and wins and losses, but more importantly teaches life lessons of perseverance and humility as well as the critical importance of teamwork in order to succeed. Which securities does your firm trade for itself that it will also be recommending to me? 80 percent of the employees work as investment advisers or researchers. EFFECTIVE DATE; SEC: How many times did it occur? Questions to ask AUSTIN, Texas-- ( BUSINESS WIRE )--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with . How does your firm approach insurance sales? Please see our Disclaimers for more information. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. The University of Georgia (BBA) Jordyn previously worked as an associate at Capstar Ventures, an early-stage venture capital firm investing in consumer brands. Questions to ask Questions to ask His prior work experience includes Glencoe Capital and BMO Harris Bank. Any data inaccuracies, please contact our team. Track the AUM, funds, and holdings for Capital Creek Partners LLC over time. Capital Creek Partners is an investment management company Austin, Texas, United States 1-10 Venture Capital www.capitalcreek.com/Home 54,273 Highlights Investments 1 Contacts 4 Similar Companies 4 Recent News & Activity Funding Round Jan 18, 2022 Colossus raised $36,000,000 / Series A from BuildGroup and 3 other investors In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. These conflicts can negatively impact clients via hidden fees and overall higher costs. Should I Hire a Financial Advisor or DIY It? relationships with our capital partners, and most importantly relationships with the management team. We capitalize stars. Nipun Capital, Twelve Points Wealth Management, Alera Investment Advisors, Dorsey, Wright & Associates, O'brien Capital Advisors, Was this page helpful? Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 323-500-0922. Is your firm a broker-dealer or are you affiliated with one? Mark Shoberg Capital Creek Partners Mark Shoberg Partner, Co-CIO EDUCATION Stanford University (MBA), Vanderbilt (BA) Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. What does this mean? It doesnt run an office outside of the United States. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. He always looked out for my personal best interests and at the same timethe best for the company. What does this mean? A regulatory agency other than 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. What does this mean and why is it important? Please provide me a list of the products and a summary of how much your firm earns from them. We leverage diverse operating and investing expertise and extensive networks to support early-stage founders on their journey from start to scale. 120-Day Approval, with a registration date of Apr 29, 2019. Checks take place monthly. 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. Our system has identified the following conflict alerts. In addition to the experience above, Mr. Gauntt is a Trustee for The University of Texas/Texas A&M Investment Management Company (UTIMCO), sitting on their Compensation Committee, Risk Committee, and Cyber Committee and also sits on the Boards for The Contemporary Austin, RBI Austin, and Hope Mozambique. Financial Advisors at Capital Creek Partners. All requests for updated information should also be reported directly to the SEC and/or FINRA. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. During their time in the program, his sons went on to tremendous success at the Senior League level, with Travis winning the 2009 Senior League Baseball World Series (SLBWS), Tyler playing in the 2010 SLBWS, and Turner winning back-to-back (2014-15) SLBWS championships. InvestingReview.org does not provide investment advice. View the latest funds and 13F holdings. Firm or an affiliate actively engages in business as a law firm or lawyer. While this can be seen as "eating your own cooking," there are conflicts that may arise. Active, Closed, This describes the type of investor this organization is (e.g. Is your firm affiliated with a law firm in any capacity? PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. Founded on January 22, 1995, THISDAY is published by THISDAY NEWSPAPERS LTD., 35 Creek Road Apapa, Lagos, Nigeria with offices in 36 states of Nigeria , the Federal Capital Territory and around . What does this mean? DTCP is an investment management firm focused on growth equity and digital infrastructure. This Austin venture capitalist raised money from J.P. Morgan, Capital Creek Partners and others. With meaningful, diverse operating experience and an active . These fees dont include brokerage commissions, interest, taxes, and other account expenses. An additional office of the firm is in San Antonio, TX. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). 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. Investor.com is your trustworthy guide to the world of personal finance. What does this mean? Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. 2. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. We develop relationships with business owners and management and focus our capital and resources with a shared purpose of creating lasting value. 2023 Reink Media Group LLC. Capital Creek Partners manages $509.6 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. The headquarters of Capital Creek Partners is 1608 5th ST., Suite 200. Colfax Creek takes a long-term approach to investing in "smaller" middle market companies. Kathryn embodies the type of fund manager we set out to back through the launch of our Project Spark initiative and we are thrilled to partner with Capstar Ventures on its inaugural fund, said Jamie Kramer, Head of Alternative Solutions at J.P. Morgan Asset Management and Investment Committee Chair for Project Spark. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Copyright 2019 by InvestingReview.org / All Rights Reserved. Prosek Partners What does this mean? This could also limit the number and diversity of investment options available and may impact their transferability. Jason is excellent at inspiring individuals, judging talent, and analyzing diverse business opportunities. SUITE 100, AUSTIN, TX. Private Equity. What does this mean and why is it important? Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. For example, front-running is when a financial professional buys or sell securities ahead of their client. We invest in sustainable, decentralized infrastructure to help individuals, companies and communities increase value and reduce their carbon footprint. Yes or 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. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. As a Certified B Corporation, our focus is simple: people before profits. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Questions to ask 210-901-1422, Is this your firm? Austin-Based, Woman-Owned Fund backed by J.P. Morgan Asset Managements Project Spark. Dry Creek Capital Partners LP Steve Emerson (720) 836-6503 semerson@drycreekcp.com 400 Capital Management LLC Katrina Allen Edelman (917) 640-2753 Katrina.allen@edelman.com Site Navigation Mark graduated with a BE from Vanderbilt and an MBA from Stanford University. Listen in to hear Doug and Patrick discuss why human capital is a gamechanger, why building a team is an art and , HCI Co-Founder, Managing Partner and Chief Investment Officer, Doug McCormick, recently joined Justin Fortier on Seraph Consultings new podcast, Manufacturing Excellence. Capital Creek Partners Firm's CRD Number: 301211 1608 5th St., Suite 200, Austin, TX 78703 By the Numbers Total Assets Under Management 510 MILLIONS Total Number of Accounts 415 ACCOUNTS Average Account Value $1,227,993 Compensation Options A percentage of assets under your management Fixed fees (other than subscription fees) Performance-based fees Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. The firm was founded in 2019 by Robert Gauntt and Michael Miller. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. PitchBook provides insight into a limited partners preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds. Since acquiring GLE Precision, Jason has brought a calm, steady, strategic direction to the business and management team. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. With experience from some of the largest institutions and endowments in the country, our goal is to create generational value for our partner families and organizations. While Capital Creek Partners advises clients across a variety of portfolio sizes, the average client balance is currently $15.9 million. The company employs 5 people that are either part- or full-time employees. Angel, Fund of Funds, Venture Capital), Capital Creek Partners is an investment management company, Find More Contacts for Capital Creek Partners, Edit Lists Featuring This Company Section, Venture Capital Investors with Investments in Greater Boston Area, Venture Capital Investors with Investments in Northeastern US, Venture Capital Investors with Investments in United States. WASHINGTON, DC, March 28, 2023 HCI Equity Partners (HCI) announced today that Bob Currier has joined the HCI Executive Partner group to advise on human capital management, including talent acquisition, organizational design, leadership development and succession throughout the entire , HCIs Managing Partner and Chief Investment Officer, Doug McCormick, recently joined Patrick Stroth on his podcast M&A Masters. Questions to ask 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. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (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. Prior to Capstar Ventures, she spent two years at the Texas Retirement System of Texas (TRS) allocating capital to hedge fund and long-only equity strategies and worked as an investment . Capital Creek Partners Apr 2022 - Present1 year 1 month Austin, Texas, United States Teacher Retirement System of Texas 2 years 10 months Private Equity Senior Associate Sep 2021 - Apr 20228. Questions to ask Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. It prepares financial plans for less than 10 clients. The firm has a small team, including 9 financial advisors. Founded in 1986, BC Partners is a leading alternative investment manager focused on private equity, credit, and real estate, with deep networks across Europe and North America. What does this mean? 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. Capital Creek Partners is a wealth management firm based in Austin, Texas. CRD#: 6175119. All Rights Reserved. Jason stands out as someone who has keen business judgment, fosters calculated risk-taking and is incredibly down to earth. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. Free and open company data on Texas (US) company Capital Creek Partners, LLC (company number 0803211608), 1608 W 5TH ST UNIT 200, AUSTIN, TX, 78703-5499 How do these benefits affect the firms selection of a broker-dealer partner? What does this mean and why is this important? There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Questions to ask It is a TX Limited Liability Company. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. I was tremendously successful under his leadership and guidance, and as an owner/CEO of a business, I would definitely recommend him and would personally choose to partner with him over and over again. Capital Creek Partners operates as a financial advisory firm based in Austin, Texas. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Many people have been burned by frauds and Ponzi schemes. We could always rely on Jason to follow through on his commitments. Mike Miller Capital Creek Partners Mike Miller, CFA, CAIA Founding Partner EDUCATION The University of Texas at Austin (MBA), Texas Christian University (BBA) Prior to co-founding Capital Creek, Mike was the CFO at a prominent San Antonio family office. Established in 2019, it offers broad investment advisory services to retail investors including individualized strategic advice and wealth management over diversified asset classes, including both public and private investments, also known as wealth management. The assets of the firm are managed by its executive management team. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. What does this mean and why is it important? Get the full list, To view Capital Creek Partnerss complete board members history, request access, Morningstar Institutional Equity Research. What does this mean and why is it important? Encore Rehabilitation. Simply put, Jason has both substance and style. Little League. Avoid Fraud, Get The Facts, And Find The Best. INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. Questions to ask We build solid partnerships with company owners and management teams to develop and execute their growth strategies. It is our organization's mission to provide unbiased and objective information. Firm performs side-by-side management with accounts that have differing fee structures. In 2019, she moved to Austin to launch Capstar Ventures with anchor capital from successful Texas entrepreneurs Steve Hicks, Kendra Scott, and Robert Gauntt. investor.com is not endorsed by or affiliated with the SEC or FINRA. The number of clients served by it is unknown. CAPITAL CREEK PARTNERS 1303 SAN ANTONIO ST, SUITE 100, AUSTIN, TX 2102967119 Other Info CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. Questions to ask I have learned these lessons firsthand throughout my Little League and collegiate baseball career, and look forward to helping the next generation of Little Leaguers and volunteers learn them as well.. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Capital Creek Partners, registered in 2019, serves 1 state(s) with a licensed staff of 3 advisors. All information provided on this website is provided without warranty and for informational purposes only. This firm has 5 employees, of which 4 are employees in advisory roles. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Stocks and cryptocurrency portfolio tracker. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. He has shown himself to be a professional with superior understanding, knowledge, and skills in financial management and investment strategy. As a financial advisory firm, Capital Creek Partners can provide a variety of financial planning services for Americans. 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. 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. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as Will any of my assets be invested in those products? He was raised on a corn and soybean farm in Colfax, Illinois, where hisparents still farm. I have worked with Jason for over ten years. Capital Creek Partners Jul 2019 - Present3 years 10 months Austin, Texas Area Multi-family office focused on private market investing. MEMBER owns more than 5% but less than 10%, FOUNDING PARTNER, CCO owns more than 25% but less than 50%, FOUNDING PARTNER owns more than 50% but less than 75%. Kathryn brings a unique perspective, deep expertise and a differentiated vision for investing in the next generation of consumer companies, and were pleased to be participating in the fund..

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