A complete list of active advisors currently associated with Capital Creek Partners

Warmer can help you find a great advisor at Capital Creek Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital Creek Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.