CREEKSIDE CAPITAL, INC.
MCBREARTY CAPITAL MANAGEMENT INC Legal Name
Adviser information for CREEKSIDE CAPITAL, INC. last updated from Form ADV on February 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 0 | $0 |
| Non-Discretionary | 748 | $221.1M |
| Total | 748 | $221.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 174 | $49.7M |
| HNW Individuals | 38 | $166.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $4.0M |
| 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 | <5 | $1.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)GENERAL CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-57187 |
|---|---|
| SEC ERA File Number | 801-57187 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108972 |
| Legal Entity Identifier | None |
Principal Office
8901 SONY LANEKNOXVILLE
TN
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 865-693-5300, Fax: 865-693-0311
Chief Compliance Officer
MARTIN MCBREARTY
PRESIDENT & COO
8901 SONY LANE
KNOXVILLE
TN
United States
Tel:
865-693-5300
Fax:
865-693-0311
M*****@**********************M
(Full email address available in API data)
Regulatory Contact
RACHEL HACKER
PRESIDENT & CEO
8901 SONY LANE
KNOXVILLE
TN
United States
Tel:
865-693-5300
Fax:
865-693-0311
R*****@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HACKER, RACHEL, JOY | Individual | – | PRESIDENT & CEO | 01/2010 | 50-75% |
| MCBREARTY, MARTIN, THOMAS | Individual | – | PRESIDENT, COO & CCO | 01/2010 | 50-75% |