Does your firm offer mutual funds that have 12b-1 fees? The firm has a small team, including 9 financial advisors. It is a TX Limited Liability Company. Capital Creek Partners, LLC is a large advisory firm based in Austin. Prior to forming Capital Creek, Mr. Gauntt co-founded Avalon Advisors in 2001, where he remained until 2018. Our system found no disciplinary alerts. INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million He was recently appointed by Texas Governor Greg Abbott to serve on the Texas Higher Education Coordinating Board and was previously a Trustee for the Teacher Retirement System of Texas (TRS) from 2008-11, serving as Chair for the Risk Management Committee and Investment Management Committee. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. The number of clients served by it is unknown. Investment Associate - Capital Creek Partners - LinkedIn What does this mean and why is it important? The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. He always looked out for my personal best interests and at the same timethe best for the company. We have committed capital and are actively seeking new investment opportunities. Is your firm affiliated with a law firm in any capacity? It prepares financial plans for less than 10 clients. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Mark Shoberg Capital Creek Partners Written by investor.com. Capital Creek Partners Apr 2022 - Present1 year 1 month Austin, Texas, United States Teacher Retirement System of Texas 2 years 10 months Private Equity Senior Associate Sep 2021 - Apr 20228. PitchBook provides insight into a limited partners preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds. I have learned these lessons firsthand throughout my Little League and collegiate baseball career, and look forward to helping the next generation of Little Leaguers and volunteers learn them as well.. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. For example, front-running is when a financial professional buys or sell securities ahead of their client. Think your business would be of interest to HCI? Over the course of my career, I have had the opportunity to partner with multiple private equity funds and by extension been fortunate to work with extraordinarily talented individuals. It doesnt run an office outside of the United States. Founded in 1986, BC Partners is a leading alternative investment manager focused on private equity, credit, and real estate, with deep networks across Europe and North America. Compare against similar firms. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 80 percent of the employees work as investment advisers or researchers. Capital Creek Partners operates as a financial advisory firm based in Austin, Texas. What does this mean and why is it important? This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Capital Creek Partners, LLC (Austin) | Adviser Rankings Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). . CCP offers individualized strategic advice and wealth management . What does this mean? Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. Questions to ask Our combined experience enables us to have a deeper understanding of industry sector trends and business fundamentals which enhances the operating performance of our portfolio companies. These conflicts can negatively impact clients via hidden fees and overall higher costs. Financial Advisors at Capital Creek Partners. Scott Cotter Little League is more than just balls and strikes, and wins and losses, but more importantly teaches life lessons of perseverance and humility as well as the critical importance of teamwork in order to succeed. What percentage of income does your firm receive from fees versus commissions? What does this mean? Learn more about our investment criteria. Marks extensive pre-investment experience provided him with broad operating exposure to several industries including technology, oil & gas, real estate, and consulting. Mark serves on the Conference Committee for the Pension Real Estate Association (PREA) and the Program Committee for the University of Texas Real Estate Finance and Investment Center (REFIC). Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Childcare Network. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Capstar Ventures raises $41M VC fund, attracts support of J.P. Morgan Should I Hire a Financial Advisor or DIY It? How do these benefits affect the firms selection of a broker-dealer partner? Firm performs side-by-side management with accounts that have differing fee structures. He led the initial acquisition team and continued to serve on our Board of Directors. What does this mean and why is it important? Capital Creek Partners, registered in 2019, serves 1 state(s) with a licensed staff of 3 advisors. Over the last twenty-plus years, Jason Duzan has led nearly two billion in private investment transactions, developed new investment opportunities, and managed a diverse portfolio of operating companies. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. Brush Creek Partners | Private equity investment firm | ABOUT US Founded on January 22, 1995, THISDAY is published by THISDAY NEWSPAPERS LTD., 35 Creek Road Apapa, Lagos, Nigeria with offices in 36 states of Nigeria , the Federal Capital Territory and around . WASHINGTON, DC, March 28, 2023 HCI Equity Partners (HCI) announced today that Bob Currier has joined the HCI Executive Partner group to advise on human capital management, including talent acquisition, organizational design, leadership development and succession throughout the entire , HCIs Managing Partner and Chief Investment Officer, Doug McCormick, recently joined Patrick Stroth on his podcast M&A Masters. The $41.3 million was raised from an experienced group of individuals, family offices, and institutions including Capital Creek Partners, Tiger Partners L.P., and J.P. Morgan. IAPD - Investment Adviser Public Disclosure - Homepage Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Questions to ask Please provide me a list of the products and a summary of how much your firm earns from them. What does this mean and why is it important? Questions to ask Encore Rehabilitation. Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. Capital Creek Partners - SmartAdvisor Match Capital Creek Partners, registered in 2019, serves 1 state (s) with a licensed staff of 3 advisors. Mr. Gauntt is currently the founding partner at Capital Creek Partners, a multi-family investment firm in Austin, Texas, as well as a co-founder and limited partner for Capstar Ventures, early-stage venture capital firm investing in consumer brands, in Austin. Copyright 2019 by InvestingReview.org / All Rights Reserved. Kathryn embodies the type of fund manager we set out to back through the launch of our Project Spark initiative and we are thrilled to partner with Capstar Ventures on its inaugural fund, said Jamie Kramer, Head of Alternative Solutions at J.P. Morgan Asset Management and Investment Committee Chair for Project Spark. What does this mean and why is it important? To ensure the most secure and best overall experience on our website, we recommend the latest versions of. He was insightful and calm as we experienced the typical growing pains of a fast-paced company. SUITE 100, AUSTIN, TX. He excelled amongst the rest in the areas of business strategy, decision making, and financial management. Does your firm, or anyone associated with the firm, practice as a law firm? As a result, we do not support personal reviews on the site. Austin, TX 78703. 1303 SAN ANTONIO ST, Following his own baseball career, Mr. Gauntt later returned to the Little League program as a volunteer coach, manager, and board member at West University Little League (Houston, Texas), where all three of his sons played in the program from Tee Ball through the Senior League division. In total, Capital Creek Partners manages $509.6 million in assets. 120-Day Approval, with a registration date of Apr 29, 2019. MEMBER owns more than 5% but less than 10%, FOUNDING PARTNER, CCO owns more than 25% but less than 50%, FOUNDING PARTNER owns more than 50% but less than 75%. As a Certified B Corporation, our focus is simple: people before profits. *SEC data last verified November 07, 2022. What does this mean? What does this mean? Wed love to chat. SEC / JURISDICTION. EFFECTIVE DATE; SEC: Showing 1 - 3 of 3 top financial advisors. Capital Creek Partners, LLC is a large advisory firm based in Austin. Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment capabilities, particularly in private markets, where we look to establish long term partnerships with best in class management teams. It is a TX Limited Liability Company. Firm or related person receives soft-dollar benefits in connection with client securities transactions. View Filing. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. Mark Shoberg Capital Creek Partners Mark Shoberg Partner, Co-CIO EDUCATION Stanford University (MBA), Vanderbilt (BA) Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. Homepage - Creek On top of advisory services, the firm doesn't engage in other business activities. investor.com is not endorsed by or affiliated with the SEC or FINRA. Capital Creek Partners currently serves clients in the following states: TX. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. All requests for updated information should also be reported directly to the SEC and/or FINRA. Since acquiring GLE Precision, Jason has brought a calm, steady, strategic direction to the business and management team. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Phone Number 49 160 71 71 001. What does this mean? Credit. The adviser's REGISTRATION status is listed below. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Questions to ask Capital Creek Partners | Wealthminder CAPITAL CREEK PARTNERS 1303 SAN ANTONIO ST, SUITE 100, AUSTIN, TX 2102967119 Other Info CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Chief Executive Officer What does this mean? Regulatory disclosures state that firm sells proprietary investments and products. Steve, Robert, and I are thrilled for the opportunity to partner with Kathryn to launch Capstar Ventures because we share a commitment to supporting the innovation and passion that entrepreneurs contribute to our world, and believe it is critical to building a brighter future, added Kendra Scott, Founder of Kendra Scott LLC. He is a thoughtful listener that processes and understands complex business issues quickly. Following a virtual meeting held on Friday, December 17, the Little League International Board of Directors announced the election of Robert Gauntt, a longtime investment and wealth management professional, to be its newest at-large director. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Reach us at [email protected] or one of our offices across Texas. Questions to ask We seek to invest in the best and brightest entrepreneurs solving their own pain points and addressing unmet consumer needs in todays rapidly changing consumer landscape. ACE Bakery. Prior to founding KCCP, Tyler served as the chief executive officer of SYNEO, a role which he held from August 2017 to July 2021. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean and why is it important? Questions to ask Private Equity. Robert P. Gauntt at Capital Creek Partners | Wealthminder 1608 5th ST., Suite 200. Capstar Ventures is the first fund to close as part of J.P. Morgan Asset Managements Project Sparka new initiative in which J.P. Morgan invests balance sheet capital in diverse, emerging alternatives fund managers, including minority-led and women-led venture capital funds. CAPITAL CREEK PARTNERS - AUSTIN , TX - Avoid Fraud, Get The Facts, And AUSTIN, Texas-- ( BUSINESS WIRE )--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with . Financial plans and investment portfolios are always unique to the client's personal financial situation. Dry Creek Capital Partners LP Steve Emerson (720) 836-6503 [email protected] 400 Capital Management LLC Katrina Allen Edelman (917) 640-2753 [email protected] Site Navigation Capital Creek Partners is a multi-family office based in Austin, Texas. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Little League - Character, Courage, Loyalty. We seek to invest in founders who are solving their own pain points and who directly relate to and resemble their customers because we have seen how that authentic connection translates into high growth companies, said Kathryn Cavanaugh, Founder and Managing Partner of Capstar Ventures. Questions to ask The management of the property and business affairs of Little League Baseball, Incorporated, is vested in the International Board of Directors. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. CAPITAL CREEK PARTNERS | Form ADV - RADiENT President & Chief Executive Officer Yes or PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. We feel fortunate for the opportunity to support those in the earlier stages of building their business and to work alongside phenomenal partners to provide more diverse founders a seat at the table.. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Capital Creek Partners LLC | AUM 13F Linda Shackelford InvestingReview.org does not provide investment advice. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. When? Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. Internet Explorer presents a security risk. Questions to ask What conflicts do I need to be made aware of? And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.