COTTON CREEK CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
288915
Registered since
October 27, 2017

Firm profile

FINTRX

Overview

Cotton Creek Capital Management, LLC is a small, SEC-registered investment adviser that functions primarily as a manager and sponsor of pooled private funds. The firm serves as a general partner/managing member for its vehicles and focuses its capital allocation and manager selection on private market strategies rather than broad retail advisory relationships. Its stated activity profile and affiliations point to a manager that sources or sponsors third-party alternative managers while also operating its own private equity vehicles. The firm does not identify as an active ESG investor and it is not set up as a multi-state adviser. Its structure and affiliations indicate a business built around private fund management and sponsorship rather than a traditional wealth-management or high-quantity client advisory model.

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

Contacts

2 of 2
  • JAMES BRADEN

    Principal And Managing DirectorCRD 2035425

  • SMITH BROWNLIE

    Founding PartnerCRD 1764039

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2820 Ross Tower 500 Akard
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth