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CREO CAPITAL PARTNERS MANAGEMENT LLC

MIAMI, FL · CRD 296861 · IAPD ↗ · 305-998-0078

$235.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — CREO CAPITAL PARTNERS MANAGEMENT LLC reported RAUM down 32% ($348.0M -> $235.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
December 2025 — CREO CAPITAL PARTNERS MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
December 2024 — CREO CAPITAL PARTNERS MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
December 2024 — CREO CAPITAL PARTNERS MANAGEMENT LLC moved its main office from GREENWOOD VILLAGE, CO to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
December 2024 — CREO CAPITAL PARTNERS MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2024 — CREO CAPITAL PARTNERS MANAGEMENT LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — CREO CAPITAL PARTNERS MANAGEMENT LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.