Charles Smart is a registered investment advisor at Cross Creek Advisors, LLC, based in Salt Lake City, UT, with 8 years of industry experience. Charles 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
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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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Current Registrations
Cross Creek Advisors, LLC
State Registrations1 state
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