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. 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. Where climate and . San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Nipun Capital, Twelve Points Wealth Management, Alera Investment Advisors, Dorsey, Wright & Associates, O'brien Capital Advisors, Was this page helpful? 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. DTCP is an investment management firm focused on growth equity and digital infrastructure. Capstar Ventures invests broadly across the consumer sector at Seed and Series A in digitally native brands, consumer goods and services, and technologies that power these startups. 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 Encore Rehabilitation. Creek is a climate impact investor. Capital Creek Partners - Crunchbase Investor Profile & Investments Which securities does your firm trade for itself that it will also be recommending to me? 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. Firm can legally elect to accept commissions for their investment advisory services. The adviser's REGISTRATION status is listed below. The advisory firm has a single stream of revenue. DTCP - Crunchbase Investor Profile & Investments 1608 5th ST., Suite 200. He has shown himself to be a professional with superior understanding, knowledge, and skills in financial management and investment strategy. InvestingReview.org does not provide investment advice. 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. Firm or related person receives soft-dollar benefits in connection with client securities transactions. An additional office of the firm is in San Antonio, TX. . Many people have been burned by frauds and Ponzi schemes. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Capital Creek Partners | LinkedIn In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. The management of the property and business affairs of Little League Baseball, Incorporated, is vested in the International Board of Directors. 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. 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. 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. What does this mean and why is it important? 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.. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? The headquarters of Capital Creek Partners is 1608 5th ST., Suite 200. Capital Creek Partners is a multi-family office based in Austin, Texas. We are long term investors offering institutional access and capabilities to our partners. Homepage - Creek 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 . Investor.com is your trustworthy guide to the world of personal finance. We leverage diverse operating and investing expertise and extensive networks to support early-stage founders on their journey from start to scale. Phone Number 49 160 71 71 001. President & Chief Executive Officer Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Mike Miller Capital Creek Partners He always looked out for my personal best interests and at the same timethe best for the company. 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. It manages $133.16 million of regulatory assets for 1 client accounts. Internet Explorer presents a security risk. What does this mean? On behalf of the entire Little League International Board of Directors, we are honored to welcome Robert to our board and look forward to utilizing his professional expertise and strong Little League volunteer background as we continue to strengthen and enhance the Little League program, said Hugh E. Tanner, Little League International Board of Directors Chairman. 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. Capital Creek Partners, LLC is a large advisory firm based in Austin. CAPITAL CREEK PARTNERS | Form ADV - RADiENT 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. 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. ACE Bakery. All rights reserved. For further detail, see our articles on different types of advisors and financial advisor services. 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. Stanford University (MBA), Vanderbilt (BA). When? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. relationships with our capital partners, and most importantly relationships with the management team. Will any of my assets be invested in those products? 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. Travis Gauntt - Vice President - Capital Creek Partners | LinkedIn What does this mean? 2023 PitchBook. 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. We capitalize stars. With meaningful, diverse operating experience and an active . What does this mean? All requests for updated information should also be reported directly to the SEC and/or FINRA. Some firms receive these fees as payments, which creates an incentive to promote them. Questions to ask 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. 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 For the most up-to-date information, please view the applicable SEC and FINRA reports above. 1608 W. 5th St., Suite 200, Austin, TX 78703. He is a thoughtful listener that processes and understands complex business issues quickly. While working at Grace Beauty Capital, Mainsail Partners, and De Novo Ventures, she deployed and actively supported over $350M of equity investments, including early-stage disruptive consumer brands such as Rothys, Supergoop!, Parachute, Primary, and M.M.LaFleur. Roberts love for Little League has continued to grow from his first experience as a player through his time as a coach, manager, and league official, and now we look forward to his continued contributions in his new leadership role on our board.. Capital Creek Partners, LLC (Austin) | Adviser Rankings Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. FINRA data last verified November 07, 2022. 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. What percentage of income does your firm receive from fees versus commissions? Questions to ask The principal office where Capital Creek Partners, LLC performs its advisory services is located at 1303 San Antonio St, Austin, TX 78701, which is also the mailing address of the firm. The company handles $509.6 million in assets under management across 415 client accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). Robert Gauntt, Founding Partner at Capital Creek Partners and Former Reach us at info@capitalcreek.com or one of our offices across Texas. 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 Compare against similar firms. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. 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 manages $509.6 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). 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. 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. What conflicts arise from this relationship? Jason stands out as someone who has keen business judgment, fosters calculated risk-taking and is incredibly down to earth. Mark Shoberg Capital Creek Partners What does this mean? Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. No employees are registered as investment adviser representatives with the state securities authorities. What does this mean and why is it important? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Stocks and cryptocurrency portfolio tracker. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Along with more than a dozen at-large members from a variety of occupations and backgrounds, the Little League International Board has nine Field Directors, each representing one of Little Leagues nine regions, who are nominated by their peers for election to four-year terms by their regions District Administrators. Track the AUM, funds, and holdings for Capital Creek Partners LLC over time. 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. What does this mean? Read through our introductory course to financial advisors. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. 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. Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. Prosek Partners 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. Real Estate. I have worked with Jason for over ten years. Capstar Ventures is an early-stage venture capital firm that invests in the next generation of innovative consumer companies. How many times did it occur? Learn more about our investment criteria. 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. A Self-Regulatory Organization 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. Financial Advisors at Capital Creek Partners. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). CCP offers individualized strategic advice and wealth management . How do these benefits affect the firms selection of a broker-dealer partner? CAPITAL CREEK PARTNERS - AUSTIN , TX - Avoid Fraud, Get The Facts, And The assets of the firm are managed by its executive management team. Contact Email info@dtcp.capital. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. AUSTIN, Texas-- ( BUSINESS WIRE )--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with . Please note: Search data is accumulated by 3rd party and refreshed once per day. CAPITAL CREEK PARTNERS ( CRD # 301211/SEC#:801-115166 ) CAPITAL CREEK PARTNERS, CAPITAL CREEK PARTNERS, LLC. This Austin venture capitalist raised money from J.P. Morgan, Capital Creek Partners and others. What does this mean? Before Colfax Creek, Jason managed or co-managed 12 platform companies; he led deal negotiation, due diligence, financing, management recruitment and retention, and investment strategy focusing on service, consumer product, and industrial companies with EBITDA $3m $12m. Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. They receive no compensation for their dedicated work on behalf of the program and the children of the world. Does your firm offer mutual funds that have 12b-1 fees? Questions to ask Will any of my assets be invested in those products? What does this mean? There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. 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. Co-Investment. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). What does this mean and why is it important? To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Philip Shaw These conflicts can negatively impact clients via hidden fees and overall higher costs. You can reach the main office by calling the phone number 2102967119. If . Our firm's culture is rooted in Integrity, Humility, and Excellence. All rights reserved. Why doesnt your firm use a secure website? For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. Private Equity. What does this mean and why is it important? 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. SMEDAN Partners Bloc to Empower MSMEs - THISDAYLIVE Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. *SEC data last verified November 07, 2022. 80 percent of the employees work as investment advisers or researchers. His prior work experience includes Glencoe Capital and BMO Harris Bank. The company doesn't manage any assets belonging to foreign clients. We are an investment partner organized to serve the needs of family offices, foundations, endowments, and private investment companies. It doesnt run an office outside of the United States. While this can be seen as "eating your own cooking," there are conflicts that may arise. Importantly, we align ourselves with our partners as we invest alongside them in everything we do. Questions to ask What does this mean and why is it important? Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. Are you seeking a long-term equity partner? Financial plans and investment portfolios are always unique to the client's personal financial situation. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Capital Creek Partners LLC | AUM 13F Capstar Ventures L.P. announced today the close of its inaugural Fund I with $41.3 million of capital commitments. 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. Jordyn Gauntt Capital Creek Partners 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. Capital Creek Partners, registered in 2019, serves 1 state (s) with a licensed staff of 3 advisors. View the latest funds and 13F holdings. What does this mean and why is this important? So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes. It is a TX Limited Liability Company. In 2019, she moved to Austin to launch Capstar Ventures with anchor capital from successful Texas entrepreneurs Steve Hicks, Kendra Scott, and Robert Gauntt. July 21, 2021 07:00 AM Eastern Daylight Time. A former Little Leaguer himself at West Side National Little League (Fort Worth, Texas), Mr. Gauntt later went on to play baseball for the University of Texas where he was a starting infielder on the Longhorns 1983 NCAA Division I National Championship team. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. Capstar Ventures has invested in ten portfolio companies to date, including Culina, a leading plant-based food company; Stylust, a commerce technology platform; The Class, a health and wellness platform; Sarah Flint, a womens luxury shoe brand; Packed Party, a celebration lifestyle brand; St. Frank, a luxury home dcor brand; Museum of Ice Cream, an experience-first development company; Bravo Sierra, the first military-native wellness company; Eterneva, a grief wellness company; and Intraloop, a community insights technology platform. Colfax Creek takes a long-term approach to investing in "smaller" middle market companies. AUSTIN, Texas--(BUSINESS WIRE)--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with $41.3 million of capital commitments. investor.com is not endorsed by or affiliated with the SEC or FINRA. What does this mean? Our system found no disciplinary alerts. 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.. We invest in sustainable, decentralized infrastructure to help individuals, companies and communities increase value and reduce their carbon footprint.