CLEAR CREEK INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOLANA BEACH, California
CRD number
319134
Registered since
March 28, 2024

Firm profile

FINTRX

Overview

Clear Creek Investments, LLC is an SEC-registered investment adviser (registration recorded in 2024) that operates primarily as a sponsor and manager of pooled investment vehicles. The firm’s public profile shows it acting in sponsor, general partner and managing member roles rather than as a traditional retail RIA serving individual advisory accounts. It is not flagged as an active ESG investor and is not identified as a multi-state adviser or pension consultant. Investment activity centers on privately placed, closed-end vehicles. The firm’s classification is unclassified on the filing, and key commercial details such as client segmentation and fee schedules are not disclosed on the record provided. Given its roles as sponsor and GP, Clear Creek’s emphasis is on establishing, structuring and managing pooled funds rather than running separately managed accounts or broad-based advisory programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • TODD CRESCENZO

    CIO & Managing PartnerCRD 4221472

Contacts

2 of 2
  • RICHARD SEERY

    MemberCRD 5062911

  • GORDON MASSAS

    MemberCRD 4885893

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SOLANA BEACH, CA

SAN DIEGO

Location

SOLANA BEACH, CA

Headquartered in SOLANA BEACH, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
215 S Highway 101
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth