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| Creekside Partners Financial Advisers LLC
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|
|---|---|
| CRD # | 125401 |
| SEC # | 801-68879 |
| CIK # | |
| AUM | $427.5 MM (2023-03-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 707-769-7820 |
| Address | 775 Baywood Drive Petaluma, CA 94954 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Independent Return Fund LP | 2012-04-03 | 2.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 55.9 |
| (b) Individuals (high net worth individuals) | 107 | 316.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 16.3 |
| (h) Charitable organizations | 3 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 37.3 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 427.5 |
| By Discretionary | ||
| Discretionary | 250 | 427.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 250 | 427.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.5 | |
| Total | 250 | 427.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Riskbridge Advisors LLC
✚
|
CT | 0.4 |
|
Family Investment Center Inc
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|
MO | 0.4 |
|
True Wealth Design LLC
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|
OH | 0.4 |
|
Outlook Wealth Advisors LLC
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|
TX | 0.4 |
|
Perceptive Edge Investment Management Inc
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|
MN | 0.4 |
|
America First Investment Advisors LLC
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|
NE | 0.4 |
|
Asset Management Corporation
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|
IL | 0.4 |
|
Riggs Asset Management Co Inc
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|
PA | 0.4 |
|
360 Financial Inc
✚
|
MN | 0.4 |
|
Francis Financial Inc
✚
|
NY | 0.4 |