CREEKSIDE PARTNERS
CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC Legal Name
Adviser information for CREEKSIDE PARTNERS last updated from Form ADV on March 19th, 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 | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| 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 | 796 | $466.5M |
| Non-Discretionary | 0 | $0 |
| Total | 796 | $466.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 146 | $60.4M |
| HNW Individuals | 113 | $345.9M |
| 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 | 5 | $18.9M |
| Charitable organizations | 4 | $1.5M |
| 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 | $39.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-68879 |
|---|---|
| SEC ERA File Number | 801-68879 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125401 |
| Legal Entity Identifier | None |
Principal Office
775 BAYWOOD DRIVESUITE 306
PETALUMA
CA
United States
Monday - Friday, 9:00A.M.-5:00P.M.
Tel: 707-769-7820, Fax: 925-871-1614
Websites
Chief Compliance Officer
TERESA COLEMAN
PRINCIPAL
775 BAYWOOD DRIVE
SUITE 306
PETALUMA
CA
United States
Tel:
707-769-7820
Fax:
925-871-1614
T*****@********************M
(Full email address available in API data)
Regulatory Contact
ANDREW HEMPECK
PRINCIPAL
775 BAYWOOD DRIVE
SUITE 306
PETALUMA
CA
United States
Tel:
925-284-1260
Fax:
925-871-1614
A***@********************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 |
|---|---|---|---|---|---|
| HEMPECK, ANDREW, SHAYNE | Individual | – | PRINCIPAL, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT ADVISOR | 08/2007 | 50-75% |
| COLEMAN, TERESA, A | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER | 12/2014 | 25-50% |