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Partner · Cross Creek Advisors, LLC

Charles R. Smart

CRD 5933746 · Named on Form ADV at one SEC-registered adviser

At a glance

Cross Creek Advisors, LLC, an SEC-registered private fund adviser based in Salt Lake City, UT with $1.3 billion in regulatory assets, lists Charles R. Smart on its Form ADV as Partner, a control person.

Firms and roles

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Karolyn D. BarkerChief Executive Officer; Elected Manager; Member, Cross Creek Advisors, LLC
  • Tyler M. ChristensonChief Compliance Officer; Elected Manager; Member; Vice President, Cross Creek Advisors, LLC
  • Peter O. JarmanElected Manager; Member, Cross Creek Advisors, LLC
  • Bill ParkPartner and Chief Financial Officer, Cross Creek Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.