In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. We bring extensive capabilities gained from senior leadership roles at a variety of leading industrial and service companies. Jason earned an MBA from the University of Chicago and an undergraduate degree from the University of Illinois. 80 percent of the employees work as investment advisers or researchers. What does this mean? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. I have learned these lessons firsthand throughout my Little League and collegiate baseball career, and look forward to helping the next generation of Little Leaguers and volunteers learn them as well.. Visit Site Capital Creek Partners Aug 2019 - Present3 years 9 months Austin, Texas Area Co-Founder Neuro Health of Texas Aug 2018 - Present4 years 9 months Austin, Texas Area Contributor Seeking Alpha Mar. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. For the most up-to-date information, please view the applicable SEC and FINRA reports above. EFFECTIVE DATE; SEC: Will any of my assets be invested in those products? Capstar Ventures invests broadly across the consumer sector at Seed and Series A in digitally native brands, consumer goods and services, and technologies that power these startups. Simply put, Jason has both substance and style. His prior work experience includes Glencoe Capital and BMO Harris Bank. Following his own baseball career, Mr. Gauntt later returned to the Little League program as a volunteer coach, manager, and board member at West University Little League (Houston, Texas), where all three of his sons played in the program from Tee Ball through the Senior League division. Learn more about our investment criteria. Firm performs side-by-side management with accounts that have differing fee structures. The firm has a small team, including 9 financial advisors. Written by investor.com. We have committed capital and are actively seeking new investment opportunities. In total, Capital Creek Partners manages $509.6 million in assets. After interviewing dozens of PE firms, I chose to partner with Jason based on, not only his knowledge and strong business acumen, but he was truly the right fit. Capstar Ventures L.P. announced today the close of its inaugural Fund I with $41.3 million of capital commitments. How many times did it occur? It manages $133.16 million of regulatory assets for 1 client accounts. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. You can reach the main office by calling the phone number 2102967119. Yes or View the latest funds and 13F holdings. All rights reserved. KCCP - Team Overview Which securities does your firm trade for itself that it will also be recommending to me? The principal office where Capital Creek Partners, LLC performs its advisory services is located at 1303 San Antonio St, Austin, TX 78701, which is also the mailing address of the firm. How does your firm mitigate them? Since acquiring GLE Precision, Jason has brought a calm, steady, strategic direction to the business and management team. Does your fim accept soft-dollar benefits? Financial advisory firms charge fees in different ways, such as a percentage of your assets (aka AUM, or assets under management), an hourly fee, or a fee for a specific service. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens, Stocks and cryptocurrency portfolio tracker. HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. The headquarters of Capital Creek Partners is 1608 5th ST., Suite 200. What does this mean? Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. Capital Creek Partners - Crunchbase Investor Profile & Investments Please see our Disclaimers for more information. What does this mean and why is this important? Jordyn Gauntt Capital Creek Partners This firm has 5 employees, of which 4 are employees in advisory roles. Questions to ask Questions to ask We seek to invest in the best and brightest entrepreneurs solving their own pain points and addressing unmet consumer needs in todays rapidly changing consumer landscape. Internet Explorer presents a security risk. In 2019, she moved to Austin to launch Capstar Ventures with anchor capital from successful Texas entrepreneurs Steve Hicks, Kendra Scott, and Robert Gauntt. Are you seeking a long-term equity partner? With meaningful, diverse operating experience and an active approach, we strive to be more of a business partner than an investor. tips_and_updates Financial advisor education. Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. Questions to ask Financial Advisors at Capital Creek Partners. Mike Miller, CFA, CAIA - Founding Partner - Capital Creek Partners Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. What does this mean? From 1991-96, Mr. Gauntt was with Goldman Sachs Private Wealth Management in Houston and also worked at Paine Webber Inc., both in London and New York City, prior to obtaining his MBA from The University of Texas. Please provide me a list of the products and a summary of how much your firm earns from them. Unlike HTTPS connections, HTTP connections are not encrypted. Firm can legally elect to accept commissions for their investment advisory services. Wed love to chat. Erica Warfield Angel, Fund of Funds, Venture Capital), Capital Creek Partners is an investment management company, Find More Contacts for Capital Creek Partners, Edit Lists Featuring This Company Section, Venture Capital Investors with Investments in Greater Boston Area, Venture Capital Investors with Investments in Northeastern US, Venture Capital Investors with Investments in United States. Founded in 2015, the firm has raised more than $1 billion in funds from corporate and institutional investors and invested in over 60 companies. Compare against similar firms. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. The company employs 5 people that are either part- or full-time employees. IAPD - Investment Adviser Public Disclosure - Homepage Steve, Robert, and I are thrilled for the opportunity to partner with Kathryn to launch Capstar Ventures because we share a commitment to supporting the innovation and passion that entrepreneurs contribute to our world, and believe it is critical to building a brighter future, added Kendra Scott, Founder of Kendra Scott LLC. AUSTIN, Texas--(BUSINESS WIRE)--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with $41.3 million of capital commitments. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. CAPITAL CREEK PARTNERS 1303 SAN ANTONIO ST, SUITE 100, AUSTIN, TX 2102967119 Other Info CAPITAL CREEK PARTNERS is legally known as CAPITAL CREEK PARTNERS, LLC. Before Colfax Creek, Jason managed or co-managed 12 platform companies; he led deal negotiation, due diligence, financing, management recruitment and retention, and investment strategy focusing on service, consumer product, and industrial companies with EBITDA $3m $12m. Questions to ask In addition to the experience above, Mr. Gauntt is a Trustee for The University of Texas/Texas A&M Investment Management Company (UTIMCO), sitting on their Compensation Committee, Risk Committee, and Cyber Committee and also sits on the Boards for The Contemporary Austin, RBI Austin, and Hope Mozambique. The company handles $509.6 million in assets under management across 415 client accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). ACE Bakery. Where climate and . Established in 2019, it offers broad investment advisory services to retail investors including individualized strategic advice and wealth management over diversified asset classes, including both public and private investments, also known as wealth management. What does this mean? Capital Creek Partners Review 2023 | investor.com Read through our introductory course to financial advisors. Childcare Network. The firm's website is not secure by modern internet standards. On top of advisory services, the firm doesn't engage in other business activities. MEMBER owns more than 5% but less than 10%, FOUNDING PARTNER, CCO owns more than 25% but less than 50%, FOUNDING PARTNER owns more than 50% but less than 75%. Capital Creek Partners manages $509.6 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). Learn morehere. Contact Email info@dtcp.capital. Track the AUM, funds, and holdings for Capital Creek Partners LLC over time. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Is your firm a broker-dealer or are you affiliated with one? InvestingReview.org does not provide investment advice. Little League. We feel fortunate for the opportunity to support those in the earlier stages of building their business and to work alongside phenomenal partners to provide more diverse founders a seat at the table.. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. While working at Grace Beauty Capital, Mainsail Partners, and De Novo Ventures, she deployed and actively supported over $350M of equity investments, including early-stage disruptive consumer brands such as Rothys, Supergoop!, Parachute, Primary, and M.M.LaFleur. With experience from some of the largest institutions and endowments in the country, our goal is to create generational value for our partner families and organizations. We seek to invest in founders who are solving their own pain points and who directly relate to and resemble their customers because we have seen how that authentic connection translates into high growth companies, said Kathryn Cavanaugh, Founder and Managing Partner of Capstar Ventures. We could always rely on Jason to follow through on his commitments. Helping global leaders reach new heig. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. What does this mean? Listen in to hear Doug discuss the crucial role HCIs Operations Team plays in our value creation strategy, as , Pursue partnerships with owners and management teams who seek meaningful equity stakes to develop a shared vision for operational growth. What does this mean? Capital Creek Partners, LLC is a large advisory firm based in Austin. CRD#: 6175119. Creek is a climate impact investor. Mr. Gauntt spent the prior five years with Morgan Stanleys Private Wealth Management Division, assisting the company in opening the wealth management business in the southwest. Should I Hire a Financial Advisor or DIY It? Encore Rehabilitation. All rights reserved. The number of clients served by it is unknown. How do these benefits affect the firms selection of a broker-dealer partner? Over the last twenty-plus years, Jason Duzan has led nearly two billion in private investment transactions, developed new investment opportunities, and managed a diverse portfolio of operating companies. Kathryn embodies the type of fund manager we set out to back through the launch of our Project Spark initiative and we are thrilled to partner with Capstar Ventures on its inaugural fund, said Jamie Kramer, Head of Alternative Solutions at J.P. Morgan Asset Management and Investment Committee Chair for Project Spark. Active, Closed, This describes the type of investor this organization is (e.g. PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. CAPITAL CREEK PARTNERS | Form ADV - RADiENT 1303 SAN ANTONIO ST, CAPITAL CREEK PARTNERS - AUSTIN , TX - Avoid Fraud, Get The Facts, And Phone Number 49 160 71 71 001. Capital Creek Partners | LinkedIn The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. Find out what fees Capital Creek Partners charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. What conflicts arise from this relationship? Importantly, we align ourselves with our partners as we invest alongside them in everything we do. Questions to ask How does your firm approach insurance sales? Established in 2019, it offers broad investment advisory services to retail investors including individualized strategic advice and wealth management over diversified asset classes, including both public and private investments, also known as wealth management. Firm or a related person trades securities for themselves that they also recommend to their clients. An additional office of the firm is in San Antonio, TX. It prepares financial plans for less than 10 clients. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. The assets of the firm are managed by its executive management team. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Capital Creek Partners operates as a financial advisory firm based in Austin, Texas.
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