CLEAR CREEK CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GILROY, California
CRD number
285822

Firm profile

FINTRX

Overview

Clear Creek Capital, LLC operates as a small, privately held investment adviser organized as an LLC. The firm does not display a public retail client roster and appears to concentrate its activity on advising a single private pooled vehicle. There is no indication the firm pursues ESG mandates or operates as a multi-state adviser; its public footprint is limited and its formal classification is not specified in standard filings. Given the firm’s profile, its investment activity is narrow in scope and focused on alternative investment management rather than broad wealth-management or institutional client coverage.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JIE SITU

    Chief Investment OfficerCRD 5715038

  • Zhuochen GE

    CEOCRD 7672149

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GILROY, CA

SANTA CLARA

Location

GILROY, CA

Headquartered in GILROY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2005 Jeanie Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth