|
⚲
|
| Creekside Partners Financial Advisers LLC
✚
|
|
|---|---|
| CRD # | 125401 |
| SEC # | 801-68879 |
| CIK # | |
| AUM | $553.4 M (2026-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 707-769-7820 |
| Address | 775 Baywood Drive Petaluma, CA 94954 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Independent Return Fund LP | 2012-04-03 | 2.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 47.3 |
| (b) Individuals (high net worth individuals) | 147 | 476.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 15.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.4 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 553.4 |
| By Discretionary | ||
| Discretionary | 819 | 553.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 819 | 553.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 551.9 | |
| Total | 819 | 553.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Management Inc
✚
|
MO | 0.6 |
|
Guidance Point Advisors LLC
✚
|
0.6 | |
|
Hobart Private Capital LLC
✚
|
NC | 0.6 |
|
Nicollet Investment Management Inc
✚
|
MN | 0.6 |
|
Global View Investment Advisors LLC
✚
|
SC | 0.6 |
|
Alliance Wealth Advisors LLC
✚
|
UT | 0.6 |
|
TrueWealth Advisors LLC
✚
|
AL | 0.5 |
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.5 |
|
Stewardship Advisors LLC
✚
|
PA | 0.5 |
|
Penobscot Wealth Management
✚
|
ME | 0.5 |