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| Keyboard |
| Willow Creek Capital Management Inc
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|---|---|
| CRD # | 333911 |
| SEC # | 801-134896 |
| CIK # | 0001590889 |
| AUM | 280.0 M (2026-05-28) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 406-830-3286 |
| Address | 432 W Spruce St Missoula, MT 59802 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 74.3 |
| (b) Individuals (high net worth individuals) | 98 | 182.1 |
| (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 | 7 | 21.6 |
| (h) Charitable organizations | 5 | 1.8 |
| (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 | 4 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 431 | 280.0 |
| By Discretionary | ||
| Discretionary | 318 | 232.0 |
| Non-Discretionary | 113 | 48.0 |
| Total | 431 | 280.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.0 | |
| Total | 431 | 280.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001590889] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Willow Creek Capital Group LLC | ERF Wireless Inc | [2013-11-07] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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