Peter Jarman is a registered investment advisor at Cross Creek Advisors, LLC, based in Salt Lake City, UT, with 12 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross Creek Advisors manages investments for private funds. Investors in these funds may pay both a management fee to Cross Creek and a performance-based fee to the General Partners of the funds. When a fund invests in an underlying fund, the investor can effectively pay two levels of advisory fees. The specific fees vary by fund and are detailed in the fund's governing documents.
Location
505 Wakara Way, Suite 215, Salt Lake City, UT, 84108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter serves as an educational advisor to a student fund at the University Growth Fund. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cross Creek Advisors, LLC
State Registrations1 state
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