Pearson Creek Capital Management LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 160354
- Registered since
- April 1, 2015
- Website
- www.pearsoncreekcapital.com
- Custodians
- COMMERCE BROKERAGE SERVICES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions67.55%
- HNWI32.45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Pearson Creek Capital Management LLC is an independent, SEC-registered RIA formed in 2015 and organized as an LLC. The firm is privately owned by an individual and positions itself as a capital allocator serving individual and family clients. Its advisory services emphasize discretionary portfolio management across individual/small business and institutional/business relationships, and the firm also engages in the selection of sub‑advisers. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Pearson Creek does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities32%
- US Government Bonds28%
- State & Local Bonds23%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Karl Ruff
PresidentCRD 3045003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 3057 N Rockwell St
- Time zone
- CT (UTC-6)
- Office locations
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