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CAPITAL CREEK PARTNERS

AUSTIN, TX · CRD 301211 · IAPD ↗ · 512-316-3397

$1.52BRegulatory AUM
15Advisory reps
24Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — CAPITAL CREEK PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
September 2024 — CAPITAL CREEK PARTNERS crossed $1B in regulatory AUM ($680.7M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2024 — CAPITAL CREEK PARTNERS now reports custody of client assets ($64.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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