Sun Creek Holdings LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sun Creek Holdings LLC provides discretionary investment supervisory services and financial planning to a focused set of clients, including trusts, corporations, pension and profit‑sharing plans, and high‑net‑worth individuals. The firm typically implements portfolios using mutual funds, equities, fixed income, ETFs, REITs and real estate investments and documents each engagement with an Investment Policy Statement.
The firm’s investment process is grounded in fundamental analysis and client‑specific Investment Policy Statements, and it generally operates with discretionary authority to execute long‑ and short‑term trading strategies and perform regular portfolio monitoring. Fees are charged on an asset‑under‑management basis and accounts are reviewed at least quarterly by the sole advisory principal.
Sun Creek is notable for a very small client roster—three reported clients—while overseeing roughly $25 million in assets, and for emphasizing institutional and high‑net‑worth relationships rather than typical non‑high‑net‑worth individual retail accounts. The firm’s principals have other industry‑related activities (including property management and acting as trustee for client trusts) and participate in an institutional custodian program that provides custodial and practice‑management benefits.
Client services
Expertise
Fee options
Financial Planning flat fee arrangements are negotiable.
$1 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% Above $5,000,000+: 1.00%
Financial Planning hourly fees between $350 per hour.
Minimum fee: Minimum fees may apply to some clients depending on assets under management; minimums can be waived by SCH in its sole discretion. Fee-only: Investment Supervisory Services fees on tiered AUM basis; Financial Planning fees charged hourly ($350/hour) or flat fee (negotiable), with minimum 10 hours for comprehensive plans.
Main office
95 Merrick Way, Suite 450
Coral Gables FL 33134
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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