Written by investor.com. Stanford University (MBA), Vanderbilt (BA). I have worked with Jason for over ten years. Please provide me a list of the products and a summary of how much your firm earns from them. Little League. Capital Creek Partners currently serves clients in the following states: TX. Visit Site It prepares financial plans for less than 10 clients. CAPITAL CREEK PARTNERS 1303 SAN ANTONIO ST, SUITE 100, AUSTIN, TX 2102967119 Other Info CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. MEMBER owns more than 5% but less than 10%, FOUNDING PARTNER, CCO owns more than 25% but less than 50%, FOUNDING PARTNER owns more than 50% but less than 75%. Capital Creek Partners is a wealth management firm based in Austin, Texas. Capital Creek Partners is a multi-family office based in Austin, Texas. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. Capital Creek Partners manages $509.6 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). With meaningful, diverse operating experience and an active approach, we strive to be more of a business partner than an investor. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). . What does this mean? What does this mean and why is it important? While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. At HCI, we believe our substantial operating experience differentiates us from other financial partnersthe majority of our senior team members have been a CEO, President or CFO of an industrial business during their careers. Capstar Ventures invests broadly across the consumer sector at Seed and Series A in digitally native brands, consumer goods and services, and technologies that power these startups. investor.com is not endorsed by or affiliated with the SEC or FINRA. Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. Austin, TX 78703, 5711 Broadway St. Suite 202, San Antonio, Texas 78205, 2799 Katy Frwy Suite 250, Houston, Texas 77007. Does your firm offer mutual funds that have 12b-1 fees? These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Learn morehere. Since acquiring GLE Precision, Jason has brought a calm, steady, strategic direction to the business and management team. We could always rely on Jason to follow through on his commitments. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Mr. Gauntt is currently the founding partner at Capital Creek Partners, a multi-family investment firm in Austin, Texas, as well as a co-founder and limited partner for Capstar Ventures, early-stage venture capital firm investing in consumer brands, in Austin. The management of the property and business affairs of Little League Baseball, Incorporated, is vested in the International Board of Directors. Think your business would be of interest to HCI? We seek to invest in founders who are solving their own pain points and who directly relate to and resemble their customers because we have seen how that authentic connection translates into high growth companies, said Kathryn Cavanaugh, Founder and Managing Partner of Capstar Ventures. Does your firm perform side-by-side management? The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million Cavanaugh has been investing in and advising early-stage companies across consumer, healthcare, and technology for the past 15 years. The firm doesnt compensate employees in addition to the salary for bringing in new clients. We invest in sustainable, decentralized infrastructure to help individuals, companies and communities increase value and reduce their carbon footprint. Capital Creek Partners manages $509.6 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. He was insightful and calm as we experienced the typical growing pains of a fast-paced company. The advisory firm has a single stream of revenue. Wed love to chat. Compare against similar firms. July 21, 2021 07:00 AM Eastern Daylight Time. Will anyone that was involved be involved with my accounts in any capacity? Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. The assets of the firm are managed by its executive management team. Firm or an affiliate actively engages in business as a law firm or lawyer. This firm has 5 employees, of which 4 are employees in advisory roles. During their time in the program, his sons went on to tremendous success at the Senior League level, with Travis winning the 2009 Senior League Baseball World Series (SLBWS), Tyler playing in the 2010 SLBWS, and Turner winning back-to-back (2014-15) SLBWS championships. What does this mean and why is this important? Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. FINRA data last verified November 07, 2022. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Stocks and cryptocurrency portfolio tracker. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. He has shown himself to be a professional with superior understanding, knowledge, and skills in financial management and investment strategy. Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment. These fees dont include brokerage commissions, interest, taxes, and other account expenses. How does your firm mitigate them? With meaningful, diverse operating experience and an active . What does this mean and why is it important? What does this mean and why is it important? All Rights Reserved. 2. Marks extensive pre-investment experience provided him with broad operating exposure to several industries including technology, oil & gas, real estate, and consulting. Get the full list, To view Capital Creek Partnerss complete board members history, request access, Morningstar Institutional Equity Research. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Capital Creek Partners Aug 2019 - Present3 years 9 months Austin, Texas Area Co-Founder Neuro Health of Texas Aug 2018 - Present4 years 9 months Austin, Texas Area Contributor Seeking Alpha Mar. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. Both Turner (University of Texas) and Travis (TCU) later went on to play collegiate baseball as well. Phone Number 49 160 71 71 001. The members of the Little League International Board of Directors are volunteers in this service to Little League. What does this mean? In 2019, she moved to Austin to launch Capstar Ventures with anchor capital from successful Texas entrepreneurs Steve Hicks, Kendra Scott, and Robert Gauntt. REGISTRATION STATUS . What conflicts do I need to be made aware of? What does this mean and why is it important? Where climate and . PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. Questions to ask 2023 PitchBook. What does this mean and why is it important? Mark Shoberg Capital Creek Partners Mark Shoberg Partner, Co-CIO EDUCATION Stanford University (MBA), Vanderbilt (BA) Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Our firm's culture is rooted in Integrity, Humility, and Excellence. Over the years, Jason has provided me and my team with invaluable insight and guidance on both strategic opportunities and challenging issues. It is a TX Limited Liability Company. The Board has the control of the corporation and the power to appoint such standing committees as it shall determine and to delegate such responsibilities as it shall deem advisable. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Financial advisory firms charge fees in different ways, such as a percentage of your assets (aka AUM, or assets under management), an hourly fee, or a fee for a specific service. Listen in to hear Doug discuss the crucial role HCIs Operations Team plays in our value creation strategy, as , Pursue partnerships with owners and management teams who seek meaningful equity stakes to develop a shared vision for operational growth. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. Former Chief Executive Officer Kathryn brings a unique perspective, deep expertise and a differentiated vision for investing in the next generation of consumer companies, and were pleased to be participating in the fund.. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Questions to ask What does this mean and why is it important? It doesnt run an office outside of the United States. Childcare Network. On behalf of the entire Little League International Board of Directors, we are honored to welcome Robert to our board and look forward to utilizing his professional expertise and strong Little League volunteer background as we continue to strengthen and enhance the Little League program, said Hugh E. Tanner, Little League International Board of Directors Chairman. We feel fortunate for the opportunity to support those in the earlier stages of building their business and to work alongside phenomenal partners to provide more diverse founders a seat at the table.. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? What does this mean and why is this important? The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes. With Colfax Creek, Jason is a managing partner and board member for Midwest Innovative Products, Premier Engineered Products, Traverse City Products, and Dial Tool Industries. Questions to ask Co-Investment. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Which securities does your firm trade for itself that it will also be recommending to me? View the latest funds and 13F holdings. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. All information provided on this website is provided without warranty and for informational purposes only. We harness technology and finance to create a world where zero emissions and zero waste targets are not only possible, but profitable. Please see our Disclaimers for more information. Before Colfax Creek, Jason managed or co-managed 12 platform companies; he led deal negotiation, due diligence, financing, management recruitment and retention, and investment strategy focusing on service, consumer product, and industrial companies with EBITDA $3m $12m. Firm performs side-by-side management with accounts that have differing fee structures. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Win whats next. What does this mean? We leverage diverse operating and investing expertise and extensive networks to support early-stage founders on their journey from start to scale. The adviser's REGISTRATION status is listed below. tips_and_updates Financial advisor education. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. He always looked out for my personal best interests and at the same timethe best for the company. Established in 2019, it offers broad investment advisory services to retail investors including individualized strategic advice and wealth management over diversified asset classes, including both public and private investments, also known as wealth management. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. His prior work experience includes Glencoe Capital and BMO Harris Bank. Capstar Ventures has invested in ten portfolio companies to date, including Culina, a leading plant-based food company; Stylust, a commerce technology platform; The Class, a health and wellness platform; Sarah Flint, a womens luxury shoe brand; Packed Party, a celebration lifestyle brand; St. Frank, a luxury home dcor brand; Museum of Ice Cream, an experience-first development company; Bravo Sierra, the first military-native wellness company; Eterneva, a grief wellness company; and Intraloop, a community insights technology platform. Will any of my assets be invested in those products? Angel, Fund of Funds, Venture Capital), Capital Creek Partners is an investment management company, Find More Contacts for Capital Creek Partners, Edit Lists Featuring This Company Section, Venture Capital Investors with Investments in Greater Boston Area, Venture Capital Investors with Investments in Northeastern US, Venture Capital Investors with Investments in United States. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. Questions to ask Importantly, we align ourselves with our partners as we invest alongside them in everything we do. The company handles $509.6 million in assets under management across 415 client accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). What does this mean? Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment capabilities, particularly in private markets, where we look to establish long term partnerships with best in class management teams. Find out what fees Capital Creek Partners charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. After interviewing dozens of PE firms, I chose to partner with Jason based on, not only his knowledge and strong business acumen, but he was truly the right fit. We develop relationships with business owners and management and focus our capital and resources with a shared purpose of creating lasting value. Creek is a climate impact investor. As a Certified B Corporation, our focus is simple: people before profits. Capital Creek Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. Does your fim accept soft-dollar benefits? This could be detrimental to a client during down markets. It is a TX Limited Liability Company. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. The firm has a small team, including 9 financial advisors. Prior to Capstar Ventures, she spent two years at the Texas Retirement System of Texas (TRS) allocating capital to hedge fund and long-only equity strategies and worked as an investment . Some firms receive these fees as payments, which creates an incentive to promote them. They receive no compensation for their dedicated work on behalf of the program and the children of the world. Contact Email info@dtcp.capital. Mike Miller Capital Creek Partners Mike Miller, CFA, CAIA Founding Partner EDUCATION The University of Texas at Austin (MBA), Texas Christian University (BBA) Prior to co-founding Capital Creek, Mike was the CFO at a prominent San Antonio family office. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. How does your firm approach insurance sales? Little League is more than just balls and strikes, and wins and losses, but more importantly teaches life lessons of perseverance and humility as well as the critical importance of teamwork in order to succeed. Questions to ask Investor.com is your trustworthy guide to the world of personal finance. Financial Advisors at Capital Creek Partners. He was raised on a corn and soybean farm in Colfax, Illinois, where hisparents still farm. This could also limit the number and diversity of investment options available and may impact their transferability. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Simply put, Jason has both substance and style. AUSTIN, Texas--(BUSINESS WIRE)--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with $41.3 million of capital commitments. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. Track the AUM, funds, and holdings for Capital Creek Partners LLC over time. Linda Shackelford Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. What does this mean and why is it important? What does this mean? Founded in 1986, BC Partners is a leading alternative investment manager focused on private equity, credit, and real estate, with deep networks across Europe and North America. The firm was founded in 2019 by Robert Gauntt and Michael Miller. Jason is excellent at inspiring individuals, judging talent, and analyzing diverse business opportunities. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Along with more than a dozen at-large members from a variety of occupations and backgrounds, the Little League International Board has nine Field Directors, each representing one of Little Leagues nine regions, who are nominated by their peers for election to four-year terms by their regions District Administrators. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Jason earned an MBA from the University of Chicago and an undergraduate degree from the University of Illinois. 1608 W. 5th St., Suite 200, Austin, TX 78703. Capital Creek Partners Apr 2022 - Present1 year 1 month Austin, Texas, United States Teacher Retirement System of Texas 2 years 10 months Private Equity Senior Associate Sep 2021 - Apr 20228. 2023 Reink Media Group LLC. Mark has served on the advisory board for over a hundred private equity funds throughout his career. Brush Creek Partners is a unique private equity firm founded and funded by entrepreneurs, families, and individuals, and many of us have worked and co-invested together in the past. relationships with our capital partners, and most importantly relationships with the management team. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. We are an investment partner organized to serve the needs of family offices, foundations, endowments, and private investment companies. We capitalize stars. Questions to ask No. Is your firm affiliated with a law firm in any capacity? Become a Mission Supporter. Capital Creek Partners is an investment management company Austin, Texas, United States 1-10 Venture Capital www.capitalcreek.com/Home 54,273 Highlights Investments 1 Contacts 4 Similar Companies 4 Recent News & Activity Funding Round Jan 18, 2022 Colossus raised $36,000,000 / Series A from BuildGroup and 3 other investors Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. What does this mean and why is this important? The headquarters of Capital Creek Partners is 1608 5th ST., Suite 200. Questions to ask Yes or Private Equity. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Questions to ask Avoid Fraud, Get The Facts, And Find The Best. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). To learn more about different types of pricing models, see our article on how much a financial advisor costs. The principal office where Capital Creek Partners, LLC performs its advisory services is located at 1303 San Antonio St, Austin, TX 78701, which is also the mailing address of the firm. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Free and open company data on Texas (US) company Capital Creek Partners, LLC (company number 0803211608), 1608 W 5TH ST UNIT 200, AUSTIN, TX, 78703-5499 What happened? The number of clients served by it is unknown. Established in 2019, it offers broad investment advisory services to retail investors including individualized strategic advice and wealth management over diversified asset classes, including both public and private investments, also known as wealth management. As a result, we do not support personal reviews on the site. Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. Chief Executive Officer This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Why does your firm believe in offering commission-based services to clients? Dry Creek Capital Partners LP Steve Emerson (720) 836-6503 semerson@drycreekcp.com 400 Capital Management LLC Katrina Allen Edelman (917) 640-2753 Katrina.allen@edelman.com Site Navigation All requests for updated information should also be reported directly to the SEC and/or FINRA. ACE Bakery. Prior to founding KCCP, Tyler served as the chief executive officer of SYNEO, a role which he held from August 2017 to July 2021. All rights reserved. What does this mean and why is it important? Mr. Gauntt is currently the founding partner at Capital Creek Partners, a multi-family investment firm in Austin, Texas, as well as a co-founder and limited partner for Capstar Ventures, early-stage venture capital firm investing in consumer brands, in Austin.

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