CREO CAPITAL PARTNERS MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$236M
Discretionary
$236M
100% of AUM
Avg account
$118M
Accounts
2
Employees
6
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
296861
Registered since
April 30, 2021
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Creo Capital Partners Management LLC is a private equity manager that packages and manages pooled investment vehicles for institutional clients. Registered with the SEC in 2021 and organized as an LLC, the firm acts as sponsor, general partner and managing member of its funds rather than functioning as a pure capital allocator. Its business model centers on running private equity funds where it applies portfolio management to pooled vehicles and collects both fixed management fees and performance-based compensation. The firm targets institutional limited partners and structures investments through closed-end private equity funds. Creo Capital Partners Management LLC does not present itself as an active ESG investor and operates as a single-state adviser for regulatory purposes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ROB HOLLAND

    Founding PartnerCRD 6457677

  • JAMESON WESTERMAN

    PrincipalCRD 7352348

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1001 Brickell Bay Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth