These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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. 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. Please provide me a list of the products and a summary of how much your firm earns from them. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. Jason and his family live in Birmingham, Michigan. 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. The company employs 5 people that are either part- or full-time employees. Will any of my assets be invested in those products? Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. 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. 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. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Win whats next. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. What does this mean? Read through our introductory course to financial advisors. Capital Creek Partners is an investment management company Austin, Texas, United States 1-10 Venture Capital www.capitalcreek.com/Home 54,273 Highlights Investments 1 Contacts 4 Similar Companies 4 Recent News & Activity Funding Round Jan 18, 2022 Colossus raised $36,000,000 / Series A from BuildGroup and 3 other investors For further detail, see our articles on different types of advisors and financial advisor services. It doesnt run an office outside of the United States. Capital Creek Partners is a multi-family office based in Austin, Texas. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. Capital Creek Partners, LLC is a large advisory firm based in Austin. 323-500-0922. What does this mean? We bring extensive capabilities gained from senior leadership roles at a variety of leading industrial and service companies. The adviser's REGISTRATION status is listed below. While Capital Creek Partners advises clients across a variety of portfolio sizes, the average client balance is currently $15.9 million. In total, Capital Creek Partners manages $509.6 million in assets. He was raised on a corn and soybean farm in Colfax, Illinois, where hisparents still farm. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Will anyone that was involved be involved with my accounts in any capacity? Why does your firm believe in offering commission-based services to clients? What does this mean and why is it important? Importantly, we align ourselves with our partners as we invest alongside them in everything we do. What does this mean? Roberts love for Little League has continued to grow from his first experience as a player through his time as a coach, manager, and league official, and now we look forward to his continued contributions in his new leadership role on our board.. What does this mean? The members of the Little League International Board of Directors are volunteers in this service to Little League. Learn more about our investment criteria. Capstar Ventures is the first fund to close as part of J.P. Morgan Asset Managements Project Sparka new initiative in which J.P. Morgan invests balance sheet capital in diverse, emerging alternatives fund managers, including minority-led and women-led venture capital funds. Real Estate. Mike Miller Capital Creek Partners Does your firm offer mutual funds that have 12b-1 fees? What does this mean and why is this important? Capstar Ventures Announces Close of Inaugural Fund at $41 Million Under Mr. Wackman's . Capital Creek Partners Profile: Commitments & Mandates | PitchBook 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. Unlike HTTPS connections, HTTP connections are not encrypted. He always looked out for my personal best interests and at the same timethe best for the company. 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. Capital Creek Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. 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. View contacts for Capital Creek Partners to access new leads and connect with decision-makers. I have worked with Jason for over ten years. What does this mean? All information provided on this website is provided without warranty and for informational purposes only. Co-Investment. 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. 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. The $41.3 million was raised from an experienced group of individuals, family offices, and institutions including Capital Creek Partners, Tiger Partners L.P., and J.P. Morgan. Contact Email info@dtcp.capital. REGISTRATION STATUS . 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. What does this mean? He excelled amongst the rest in the areas of business strategy, decision making, and financial management. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values.. AUSTIN, Texas-- ( BUSINESS WIRE )--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with . Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Mark graduated with a BE from Vanderbilt and an MBA from Stanford University. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. 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%. Mark serves on the Conference Committee for the Pension Real Estate Association (PREA) and the Program Committee for the University of Texas Real Estate Finance and Investment Center (REFIC). Firm or related person receives soft-dollar benefits in connection with client securities transactions. Avoid Fraud, Get The Facts, And Find The Best. Capstar Ventures L.P. announced today the close of its inaugural Fund I with $41.3 million of capital commitments. The number of clients served by it is unknown. While this can be seen as "eating your own cooking," there are conflicts that may arise. Simply put, Jason has both substance and style. His prior work experience includes Glencoe Capital and BMO Harris Bank. Co-Founding Partner & Co-Chief Investment Officer, Co-Founding Partner & Chief Financial Officer, Chief Compliance Officer, Chief Operating Officer & Legal Counsel, To view Capital Creek Partnerss complete commitments history, request access, Youre viewing 5 of 7 team members. 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.. Questions to ask 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. Austin, TX 78703, 5711 Broadway St. Suite 202, San Antonio, Texas 78205, 2799 Katy Frwy Suite 250, Houston, Texas 77007. Colfax Creek | A private equity and investment firm dedicated to Austin-Based, Woman-Owned Fund backed by J.P. Morgan Asset Managements Project Spark. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. We could always rely on Jason to follow through on his commitments. PitchBook provides insight into a limited partners preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds. It is a TX Limited Liability Company. Mr. Gauntt is currently the founding partner at Capital Creek Partners, a multi-family investment firm in Austin, Texas, as well as a co-founder and limited partner for Capstar Ventures, early-stage venture capital firm investing in consumer brands, in Austin. 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 What does this mean and why is it important? What does this mean? We harness technology and finance to create a world where zero emissions and zero waste targets are not only possible, but profitable. Investor.com is your trustworthy guide to the world of personal finance. It is our organization's mission to provide unbiased and objective information. Jordyn Gauntt Capital Creek Partners 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. SEC / JURISDICTION. Jonathan P. - Associate - Capital Creek Partners | LinkedIn Please see our Disclaimers for more information. INVESTMENT CRITERIA INVESTMENT RANGE $2 million to $20 million Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. We are long term investors offering institutional access and capabilities to our partners. Nipun Capital, Twelve Points Wealth Management, Alera Investment Advisors, Dorsey, Wright & Associates, O'brien Capital Advisors, Was this page helpful? Colfax Creek Capital, LLC 2020. Capital Creek Partners - Crunchbase Investor Profile & Investments There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. HCI Equity Partners | Industrial Private Equity Firm Erica Warfield He was insightful and calm as we experienced the typical growing pains of a fast-paced 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. Travis Gauntt - Vice President - Capital Creek Partners | LinkedIn What does this mean and why is it important? Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Founded by Kathryn Cavanaugh in 2019, Capstar Ventures invests nationwide in innovative consumer companies. Should I Hire a Financial Advisor or DIY It? Employees dont receive compensation from other entities for client referrals. 210-901-1422, Is this your firm? Where climate and . What does this mean and why is it important? How does your firm mitigate conflicts that arise from managing accounts with differing fee structures?