# Creation Investments

> Creation Investments is an SEC-registered investment advisory firm in Chicago, IL, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 171581
- Filed as: CREATION INVESTMENTS
- Legal name: Creation Investments Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171581
- AdvisorCensus page: https://advisorcensus.com/firm/creation-investments-chicago-il-171581

## Quick answers

**How is Creation Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Creation Investments reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Creation Investments located?**
Creation Investments' principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Creation Investments registered with the SEC or a state?**
Creation Investments is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 171581.

**How much does Creation Investments manage?**
Creation Investments reports $1,604,086,767 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Creation Investments' assets and staff changed since 2021?**
In the Form ADV data for Creation Investments: Regulatory assets under management: $713,104,891 in the October 2021 data and $1,604,086,767 in the October 2026 data, up 125%. Total employees: 11 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Creation Investments serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17).

**Does Creation Investments 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/171581

**What changed in Creation Investments' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,816,425,954 to $1,604,086,767 (-12%). Changed its office addresses in Dallas, TX.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,604,086,767
- Discretionary: $1,604,086,767
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $1,604,086,767 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 21 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bengaluru
- Dallas, TX
- Mexico City

### Websites listed on Form ADV (Item 1.I)
- creationinvestments.com
- LinkedIn @creation-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $713,104,891 | 11 | March 26, 2021 |
| October 2022 | $1,862,084,306 | 14 | March 29, 2022 |
| October 2023 | $2,102,987,701 | 18 | June 30, 2023 |
| October 2024 | $2,157,753,997 | 16 | March 22, 2024 |
| October 2025 | $1,816,425,954 | 21 | March 27, 2025 |
| October 2026 | $1,604,086,767 | 21 | March 30, 2026 |

Regulatory assets under management: $713,104,891 in the October 2021 data and $1,604,086,767 in the October 2026 data, up 125%.
Total employees: 11 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,816,425,954 to $1,604,086,767 (-12%).
- Changed its office addresses in Dallas, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creation Investments (CRD 171581): Form ADV filing data as of October 2026.