Jackson Creek Investment Advisors LLC

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Assets, Funds, Holdings

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Jackson Creek Investment Advisors LLC
CRD #309116
SEC #801-118808
CIK #0001831003
AUM $271.9 MM (2024-02-06)
Employees 6 (67% Investors, 0% Brokers)
Phone720-826-4102
Address115 Wilcox Street
Castle Rock, CO 80104
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 0.0
CVLT 2,822.9 0.0
SKYW 1,085.7 0.0
VECO 1,016.1 0.0
EAT 997.8 0.0
MGNI 1,257.1 0.0
LNTH 4,377.5 0.0
CMRE 1,520.9 0.0
TNK 623.0 0.0
AMKR 4,217.5 0.0
View All
Holdings by Sector ($MM)
3002401801206002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 39 92.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 152.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 17.8
(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 2 9.1
(n) Other 0 0.0
Total 133 271.9
By Discretionary
Discretionary 133 271.9
Non-Discretionary 0 0.0
Total 133 271.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 271.9
Total 133 271.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001831003]
Comparable Firms State AUM ($BB)
Brooklyn Investment Group LLC
NY 0.3
Alliance Wealth Strategies LLC
VA 0.3
Altamont Capital Management LLC
NC 0.3
Accent Capital Management LLC
OH 0.3
Warrington Asset Management LLC
TX 0.3
Douglas Capital Management Inc
FL 0.3
Financial Arcitects Inc
MI 0.3
Homan Wealth Advisors LLC
NE 0.3
MacroView Investment Management LLC
MD 0.3
Pointoak Retirement Advisors LLC
VA 0.3
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