The Board has the control of the corporation and the power to appoint such standing committees as it shall determine and to delegate such responsibilities as it shall deem advisable. 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. How do these benefits affect the firms selection of a broker-dealer partner? Prior to forming Capital Creek, Mr. Gauntt co-founded Avalon Advisors in 2001, where he remained until 2018. All requests for updated information should also be reported directly to the SEC and/or FINRA. What does this mean and why is it important? With meaningful, diverse operating experience and an active approach, we strive to be more of a business partner than an investor. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. While this can be seen as "eating your own cooking," there are conflicts that may arise. Our system found no disciplinary alerts. DTCP - Crunchbase Investor Profile & Investments What does this mean? 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. Questions to ask As a Certified B Corporation, our focus is simple: people before profits. Dry Creek Capital Partners LP Steve Emerson (720) 836-6503 semerson@drycreekcp.com 400 Capital Management LLC Katrina Allen Edelman (917) 640-2753 Katrina.allen@edelman.com Site Navigation Checks take place monthly. He always looked out for my personal best interests and at the same timethe best for the company. President & Chief Executive Officer 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. 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. 2023 Reink Media Group LLC. Jason stands out as someone who has keen business judgment, fosters calculated risk-taking and is incredibly down to earth. This could be detrimental to a client during down markets. 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. Capital Creek Partners Review. Where climate and . Mike Miller Capital Creek Partners Mike Miller, CFA, CAIA Founding Partner EDUCATION The University of Texas at Austin (MBA), Texas Christian University (BBA) Prior to co-founding Capital Creek, Mike was the CFO at a prominent San Antonio family office. Regulatory disclosures state that firm sells proprietary investments and products. Does your firm offer mutual funds that have 12b-1 fees? View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. Austin, TX 78703. During their time in the program, his sons went on to tremendous success at the Senior League level, with Travis winning the 2009 Senior League Baseball World Series (SLBWS), Tyler playing in the 2010 SLBWS, and Turner winning back-to-back (2014-15) SLBWS championships. Tyler is the founder and president of Kennedy Creek Capital Partners (KCCP), a family-owned investment firm focused on equity investments in smaller, private companies in the United States. Written by investor.com. What does this mean? Capital Creek Partners LLC | AUM 13F PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. Questions to ask Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. Some firms receive these fees as payments, which creates an incentive to promote them. 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%. Why does your firm believe in offering commission-based services to clients? For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. 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. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. We bring extensive capabilities gained from senior leadership roles at a variety of leading industrial and service companies. 1303 SAN ANTONIO ST, Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. I am honored and humbled to serve on the board for one of the greatest baseball and softball institutions in the world which unites people of all races, genders, and nationalities, said Mr. Gauntt. What does this mean? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Capital Creek Partners - Crunchbase Investor Profile & Investments Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Why doesnt your firm use a secure website? Contact Email info@dtcp.capital. 1. He is a thoughtful listener that processes and understands complex business issues quickly. This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. When? 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. Employees dont receive compensation from other entities for client referrals. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). All rights reserved. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment capabilities, particularly in private markets, where we look to establish long term partnerships with best in class management teams. Jason earned an MBA from the University of Chicago and an undergraduate degree from the University of Illinois. Free and open company data on Texas (US) company Capital Creek Partners, LLC (company number 0803211608), 1608 W 5TH ST UNIT 200, AUSTIN, TX, 78703-5499 An additional office of the firm is in San Antonio, TX. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Austin-Based, Woman-Owned Fund backed by J.P. Morgan Asset Managements Project Spark. With Colfax Creek, Jason is a managing partner and board member for Midwest Innovative Products, Premier Engineered Products, Traverse City Products, and Dial Tool Industries. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. What does this mean? Financial plans and investment portfolios are always unique to the client's personal financial situation. How does your firm mitigate them? It is a TX Limited Liability Company. Capital Creek Partners Apr 2022 - Present1 year 1 month Austin, Texas, United States Teacher Retirement System of Texas 2 years 10 months Private Equity Senior Associate Sep 2021 - Apr 20228. For more information, please visit www.capstarventures.com or email venture@capstarventures.com. Internet Explorer presents a security risk. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Over the years, Jason has provided me and my team with invaluable insight and guidance on both strategic opportunities and challenging issues. The assets of the firm are managed by its executive management team. 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. Capstar Ventures Announces Close of Inaugural Fund at $41 Million The advisory firm has a single stream of revenue. No. With meaningful, diverse operating experience and an active . Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. Questions to ask Investor.com is your trustworthy guide to the world of personal finance. What does this mean and why is it important? Will any of my assets be invested in those products? I have worked with Jason for over ten years. Please provide me a list of the products and a summary of how much your firm earns from them. Visit Site What does this mean? Yes or Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. Over the course of my career, I have had the opportunity to partner with multiple private equity funds and by extension been fortunate to work with extraordinarily talented individuals. We are an investment partner organized to serve the needs of family offices, foundations, endowments, and private investment companies.