SUN CREEK HOLDINGS LLC

Overview

Sun Creek Holdings LLC is a small, privately held advisory firm that manages concentrated, discretionary portfolios for a handful of high‑net‑worth individuals and families. Its business centers on portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. The firm’s filings identify it as an individual‑owned limited liability company and classify it as unclassified for regulatory purposes. Sun Creek is not positioned as an ESG‑focused or pension consulting adviser and is not described as a multi‑state or related adviser. Investment activity shows a clear tilt toward pooled public vehicles: the firm routes the bulk of client capital into mutual funds and other public funds rather than doing extensive single‑security trading on behalf of clients. That approach, combined with the small client roster and all discretionary assets, implies a model where the adviser constructs and oversees diversified fund‑based portfolios tailored to family and individual objectives rather than running large custom separately managed accounts across many securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices