Creekside Partners

RIASEC Registered
Total AUM
$553M
Discretionary
$553M
100% of AUM
Avg account
$676K
Accounts
819
Employees
2
Advisory reps
2

Firm details

Headquarters
Petaluma, California
CRD number
125401
Registered since
February 20, 2008
Website
creeksidepartners.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI86.04%
  • Individuals8.55%
  • Pension & Profit Sharing Plans2.7%
  • Corporations / Businesses2.61%
  • Charitable Organizations0.09%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Creekside Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2008. The firm is owned by an individual and focuses on serving individual and family clients. Its client work centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also runs educational seminars and workshops. Fee arrangements include percentage-of-AUM fees and fixed fees. The firm does not identify as a capital allocator and does not advertise an ESG investing mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, US Government Bonds 22%, Exchange Traded Equities 10%, State & Local Bonds 7%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%58%
  • Public Funds/Mutual Funds58%
  • US Government Bonds22%
  • Exchange Traded Equities10%
  • State & Local Bonds7%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 145

Active vs passive

$232M in ETFs

Passive

91%

$212M

Active

3%

$20.7M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)SchwabPassiveForeign Large Blend$14M511,3796.05%
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Location

Primary office

Petaluma, CA

Sonoma

Location

Petaluma, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Sonoma
Address
775 Baywood Dr
Time zone
PT (UTC-8)
Office locations

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