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⚲
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| Creative Capital Management Investments LLC
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|
|
|---|---|
| CRD # | 286567 |
| SEC # | 801-110056 |
| CIK # | 0001957363 |
| AUM | $586.1 MM (2024-02-01) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 619-298-3993 |
| Address | 6265 Greenwich Drive San Diego, CA 92122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.4 | |
| AMZN | 1,092,997.8 | 2.0 | |
| NVDA | 399,550.0 | 1.9 | |
| MSFT | 1,918,222.4 | 1.6 | |
| QCOM | 147,392.0 | 0.9 | |
| GOOGL | 1,475,138.5 | 0.4 | |
| HD | 277,648.0 | 0.4 | |
| V | 419,260.5 | 0.4 | |
| TTWO | 20,456.3 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 67.1 |
| (b) Individuals (high net worth individuals) | 171 | 513.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.1 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 586.1 |
| By Discretionary | ||
| Discretionary | 1,049 | 585.5 |
| Non-Discretionary | 4 | 0.6 |
| Total | 1,053 | 586.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 586.1 | |
| Total | 1,053 | 586.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001957363] |
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|---|---|---|
|
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|
OH | 0.6 |
|
MELD Financial Inc
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|
AL | 0.6 |
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|
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GA | 0.6 |
|
Altrius Capital Management Inc
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NC | 0.6 |
|
Dorsey Wright & Associates LLC
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|
VA | 0.6 |
|
United Advisor Group LLC
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|
OH | 0.6 |
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |