CREO CAPITAL PARTNERS MANAGEMENT LLC
Adviser information for CREO CAPITAL PARTNERS MANAGEMENT LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $394.2M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $394.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $394.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121089 |
|---|---|
| SEC ERA File Number | 801-121089 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 296861 |
| Legal Entity Identifier | None |
Principal Office
6455 S. YOSEMITE STREETSUITE 140
GREENWOOD VILLAGE
CO
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 720-250-3201, Fax: 720-368-5222
Chief Compliance Officer
JAMESON WESTERMAN
6455 S. YOSEMITE STREET
SUITE 140
GREENWOOD VILLAGE
CO
United States
Tel:
720-259-3201
J*********@**********************M
(Full email address available in API data)
Industry Affiliates
| CREO CAPITAL PARTNERS V, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CREO CAPITAL PARTNERS V-A, L.P. | Private Equity Fund | $211.3M | $0.0M | 6 |
| CREO CAPITAL PARTNERS V, L.P. | Private Equity Fund | $182.9M | $0.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOLLAND, ROB, WILLIAM | Individual | – | MANAGING PARTNER | 06/2014 | < 5% |
| WESTERMAN, JAMESON, LEE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
| ROPA HOLDINGS, LLC | Domestic Entity | – | OWNER | 12/2017 | > 75% |
| HOLLAND, ROB, WILLIAM | Individual | ROPA HOLDINGS, LLC | OWNER | 12/2017 | > 75% |