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| Happy Holidays!! thanks for using AUM13F!! |
| Sand Creek Capital LLC
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| CRD # | 326719 |
| SEC # | 801-128135 |
| CIK # | |
| AUM | $193.0 M (2025-07-10) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 208-356-9022 |
| Address | 234 E 1st N Rexburg, ID 83440 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 21.8 |
| (b) Individuals (high net worth individuals) | 158 | 119.0 |
| (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 | 9 | 11.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 1 | 33.9 |
| (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 | 12 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 193.0 |
| By Discretionary | ||
| Discretionary | 634 | 159.1 |
| Non-Discretionary | 4 | 33.9 |
| Total | 638 | 193.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.0 | |
| Total | 638 | 193.0 |
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|---|---|---|
|
Boomfish Wealth Group LLC
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GA | 0.2 |
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Clemson-Eps Advisors LLC
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|
The Wealth Conservancy Inc
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CO | 0.2 |
|
Superior Planning LLC
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CA | 0.2 |
|
Bayntree Wealth Advisors LLC
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AZ | 0.2 |
|
Strategic Financial Planning Inc
✚
|
TX | 0.2 |