Fish Creek Value Management, LLC

RIASEC Registered
Total AUM
$10.7M
Discretionary
$10.7M
100% of AUM
Avg account
$223K
Accounts
48
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
291643
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI85.07%
  • Corporations / Businesses9.51%
  • Individuals5.42%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Fish Creek Value Management, LLC is a small, individual-owned investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm also operates as an insurance broker. Its client mix includes both individual and family clients as well as institutional relationships. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and performance-based fees. Fish Creek is not identified as an active ESG investor and does not present itself as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 10%, US Government Bonds 5%, Derivatives 5%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents10%
  • US Government Bonds5%
  • Derivatives5%

Contacts

1 of 1
  • Jeffrey Wright

    Jeffrey Wright

    Founder and PresidentCRD 6901987

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

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth