EFFECTIVE DATE; SEC: What does this mean? INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million 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. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. He led the initial acquisition team and continued to serve on our Board of Directors. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. Capital Creek Partners is a private wealth management investment firm that provides investment advisory services to individuals, families, trusts, estates, charitable organizations, foundations, and other clients. January 17, 2023. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. 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. Both Turner (University of Texas) and Travis (TCU) later went on to play collegiate baseball as well. Mark graduated with a BE from Vanderbilt and an MBA from Stanford University. We could always rely on Jason to follow through on his commitments. SEC / JURISDICTION. View the latest funds and 13F holdings. Firm performs side-by-side management with accounts that have differing fee structures. An additional office of the firm is in San Antonio, TX. REGISTRATION STATUS . Capital Creek Partners is a wealth management firm based in Austin, Texas. Home | BC Partners All rights reserved. Capital Creek Partners | Wealthminder Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. 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. 210-901-1422, Is this your firm? Little League - Character, Courage, Loyalty. 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. SMEDAN Partners Bloc to Empower MSMEs - THISDAYLIVE 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. These fees dont include brokerage commissions, interest, taxes, and other account expenses. View Filing. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. 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. 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Financial plans and investment portfolios are always unique to the client's personal financial situation. 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. 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. Jonathan P. - Associate - Capital Creek Partners | LinkedIn 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. Our firm's culture is rooted in Integrity, Humility, and Excellence. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. What does this mean? The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as What does this mean and why is it important? We seek to invest in founders who are solving their own pain points and who directly relate to and resemble their customers because we have seen how that authentic connection translates into high growth companies, said Kathryn Cavanaugh, Founder and Managing Partner of Capstar Ventures. Capital Creek Partners, LLC (Austin) | Adviser Rankings Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. Real Estate. Many people have been burned by frauds and Ponzi schemes. Learn more about our investment criteria. Capital Creek Partners Jan 2019 - Present4 years 4 months San Antonio, Texas Area Advisory Board Member Treaty Oak Equity LLC Nov 2017 - Present5 years 6 months Austin, Texas Adjunct Professor. 1303 SAN ANTONIO ST, Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. Investor.com is your trustworthy guide to the world of personal finance. . 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. Under Mr. Wackman's . So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes. Learn morehere. How many times did it occur? What does this mean and why is this important? The firm doesnt compensate employees in addition to the salary for bringing in new clients. It is our organization's mission to provide unbiased and objective information. Track the AUM, funds, and holdings for Capital Creek Partners LLC over time. Capital Creek Partners Jul 2019 - Present3 years 10 months Austin, Texas Area Multi-family office focused on private market investing. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. What does this mean? Questions to ask The assets under management (AUM) of Capital Creek Partners, LLC is $133.16 million.
Tyson Careers Humboldt, Tn,
Viserion International Llc,
Wilfred Frost Cnbc Wife,
Skywest Flight Attendant Uniform,
Brillo Basics Oxy Power Cleaner,
Articles C