{
  "crd_number": 301211,
  "slug": "capital-creek-partners-austin-tx-301211",
  "primary_business_name": "CAPITAL CREEK PARTNERS",
  "legal_name": "CAPITAL CREEK PARTNERS, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-04-29",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 1523427564.0,
  "raum_discretionary": 644994371.0,
  "raum_non_discretionary": 878433193.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 60575398.0,
      "count": 7
    },
    "individuals": {
      "raum": 10377614.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 721272113.0,
      "count": 97
    },
    "pooled_investment_vehicles": {
      "raum": 420531008.0,
      "count": 13
    },
    "corporations_other_businesses": {
      "raum": 310671431.0,
      "count": 40
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://capitalcreek.com",
    "https://linkedin.com/company/capital-creek-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301211",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/capital-creek-partners-austin-tx-301211",
  "display_name": "Capital Creek Partners",
  "summary": "Capital Creek Partners is an SEC-registered investment advisory firm in Austin, TX, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Capital Creek Partners (CRD 301211): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capital Creek Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capital Creek Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "What does Capital Creek Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Capital Creek Partners located?",
      "a": "Capital Creek Partners' principal office is in Austin, TX, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Capital Creek Partners registered with the SEC or a state?",
      "a": "Capital Creek Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301211."
    },
    {
      "q": "How much does Capital Creek Partners manage?",
      "a": "Capital Creek Partners reports $1,523,427,564 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (42% discretionary)."
    },
    {
      "q": "How have Capital Creek Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Capital Creek Partners: Regulatory assets under management: $200,435,137 in the October 2021 data and $1,523,427,564 in the October 2026 data, up 660%. Total employees: 7 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Capital Creek Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (97); corporations or other businesses not listed above (40); pooled investment vehicles (other than investment companies and business development companies) (13)."
    },
    {
      "q": "Which custodians does Capital Creek Partners use?",
      "a": "Capital Creek Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Capital Creek Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301211"
    },
    {
      "q": "What changed in Capital Creek Partners' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Changed its office addresses in Denver, CO. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 200435137.0,
      "total_employees": 7,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 509617282.0,
      "total_employees": 12,
      "filing_date": "2022-08-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 676782238.0,
      "total_employees": 15,
      "filing_date": "2023-07-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1204750944.0,
      "total_employees": 20,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1242852154.0,
      "total_employees": 22,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1523427564.0,
      "total_employees": 24,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Changed its office addresses in Denver, CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,242,852,154 to $1,523,427,564 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "CCP charges an investment management fee (“Managed Account Management Fee”), generally equal to a percentage of managed assets, ranging from 0.25% to 1.00%."
        ]
      }
    ],
    "quotes": [
      "CCP charges an investment management fee (“Managed Account Management Fee”), generally equal to a percentage of managed assets, ranging from 0.25% to 1.00%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/capital-creek-partners-austin-tx-301211.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 10377614.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 97,
      "fewer_than_5": false,
      "raum": 721272113.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 420531008.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 60575398.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 40,
      "fewer_than_5": false,
      "raum": 310671431.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301211",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}