# Capital Creek Partners

> 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.

- CRD: 301211
- Filed as: CAPITAL CREEK PARTNERS
- Legal name: Capital Creek Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301211
- AdvisorCensus page: https://advisorcensus.com/firm/capital-creek-partners-austin-tx-301211

## Quick answers

**How is Capital Creek Partners compensated?**
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.

**What does Capital Creek Partners' brochure say about its fees?**
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.

**Where is Capital Creek Partners located?**
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).

**Is Capital Creek Partners registered with the SEC or a state?**
Capital Creek Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301211.

**How much does Capital Creek Partners manage?**
Capital Creek Partners reports $1,523,427,564 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (42% discretionary).

**How have Capital Creek Partners' assets and staff changed since 2021?**
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.

**What types of clients does Capital Creek Partners serve?**
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).

**Which custodians does Capital Creek Partners use?**
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.

**Does Capital Creek Partners report any disciplinary disclosures?**
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

**What changed in Capital Creek Partners' recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Denver, CO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> 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%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,523,427,564
- Discretionary: $644,994,371
- Non-discretionary: $878,433,193

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $10,377,614 |
| High net worth individuals | 97 | $721,272,113 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $420,531,008 |
| Charitable organizations | 7 | $60,575,398 |
| Corporations or other businesses not listed above | 40 | $310,671,431 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 24 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Denver, CO
- Houston, TX
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- capitalcreek.com
- LinkedIn @capital-creek-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,435,137 | 7 | March 29, 2021 |
| October 2022 | $509,617,282 | 12 | August 5, 2022 |
| October 2023 | $676,782,238 | 15 | July 11, 2023 |
| October 2024 | $1,204,750,944 | 20 | August 1, 2024 |
| October 2025 | $1,242,852,154 | 22 | March 31, 2025 |
| October 2026 | $1,523,427,564 | 24 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Denver, CO.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $1,242,852,154 to $1,523,427,564 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Creek Partners (CRD 301211): Form ADV filing data as of October 2026.