Capital Creek Partners is a private wealth management investment firm founded in 2019, located in Austin, Texas. The firm provides individualized strategic advice and wealth management across a diversified mix of public and private asset classes for ultra-high net worth families, family offices, trusts, estates, foundations, and pooled investment vehicles. Capital Creek Partners typically engages unaffiliated sub-advisors to manage portions of client assets and provides access to private funds, direct private investments, exchange-traded funds, equities, fixed income securities, and digital assets. In addition to investment management, the firm offers comprehensive family office services, including balance sheet and cash flow analysis and reporting, budgeting, forecasting, tax and insurance analysis, charitable giving, and estate gift planning. Capital Creek Partners operates on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees range from 0.25% to 1.00% based on assets under management, complexity, and asset types. Fees are negotiable and alternative fee structures including flat fees or performance fees may apply.