Capital Creek Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$731,649,727
Clients
107
Advisors
8
of 24 employees
About
Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, providing individualized wealth management, family-office services, and access to both public and private investments. The firm manages assets for a relatively small number of family clients and related entities and also offers comprehensive reporting, tax and estate support, and other family-office functions.
The firm’s investment approach is due diligence-driven and holistic, relying heavily on third‑party managers, sponsored pooled vehicles, and negotiated private-market access to implement tailored portfolios. Capital Creek manages accounts on both discretionary and non‑discretionary bases and reports a larger share of regulatory assets as non‑discretionary than discretionary, consistent with the firm’s stated practice of providing recommendations that some clients execute themselves.
Notable distinctions include Capital Creek’s role as a private fund adviser and sponsor of multi‑series pooled vehicles across sectors (private equity, venture, real estate, energy/infrastructure, and credit) with sub‑series structures and allocation policies that prioritize its Access Funds for capacity‑constrained opportunities. The firm also discloses arrangements that are less common among peers—such as charging performance‑based fees for certain clients and funds, compensating solicitors and placement agents for referrals, and permitting select “anchor” clients to receive minority equity or board representation—each of which can affect allocation, disclosures, and potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Flat annual fee for family office services
$0+: 0.25% to 1.00% (negotiated based on asset size and client factors) committed capital during investment period+: 0.50% to 1.00% (Private Fund Management Fee) capital commitments to Access Fund Sub-Series A+: 1.00% capital commitments to Access Fund Sub-Series B+: 0.50% capital commitments to Access Fund Sub-Series C+: 0.25%
Performance-based fees charged to certain Managed Account Clients and certain CCP Funds, specifics vary by agreement
Fee-only: Flat annual fees for family office services, typically charged quarterly
Main office
1608 W. 5th St., Suite 200
Austin TX 78703
Advisors at this office
8
Most active in
Texas
Also doing business as
Capital Creek Partners · Capital Creek Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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