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| Happy Holidays!! thanks for using AUM13F!! |
| Creekside Partners Financial Advisers LLC
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|---|---|
| CRD # | 125401 |
| SEC # | 801-68879 |
| CIK # | |
| AUM | $505.3 M (2025-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 707-769-7820 |
| Address | 775 Baywood Drive Petaluma, CA 94954 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Independent Return Fund LP | 2012-04-03 | 2.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 49.3 |
| (b) Individuals (high net worth individuals) | 132 | 408.9 |
| (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 | 4 | 12.2 |
| (h) Charitable organizations | 4 | 1.5 |
| (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 | 3 | 33.5 |
| (n) Other | 0 | 0.0 |
| Total | 788 | 505.3 |
| By Discretionary | ||
| Discretionary | 788 | 505.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 788 | 505.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 504.1 | |
| Total | 788 | 505.3 |
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|
Hilltop Wealth Advisors LLC
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NC | 0.5 |
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