Asset manager · Austin, TX
Capital Creek Partners
Capital Creek Partners, LLC · SEC-registered investment adviser · CRD 301211 · SEC 801-115166
At a glance
Capital Creek Partners is an SEC-registered investment adviser based in Austin, Texas, with $1.5 billion in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 107 individual clients. By Form ADV it is a asset manager, ranked 1,157th of 3,218 asset managers and 4,221st of 17,210 SEC-registered advisers by assets.
Main office 512-316-3397capitalcreek.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among asset managers
- #1,157 of 3,218
- Rank among all SEC RIAs
- #4,221 of 17,210
- Rank in Texas
- #239 of 1,081
- Individual clients
- 107
- High-net-worth clients
- 97
- Accounts
- 789
- Discretionary
- 42% of AUM
- Employees
- 24
- Advisory staff
- 15
- Offices
- 4
Owners and executives on its Form ADV
- Robert P. GaunttCeo/founding Partner
- Brett A. BarthCco/founding Partner
- Michael E. MillerMember
- Christopher M. HappPartner
- Mark ShobergCio/partner
- Justin B. YarboroughPartner
- Scott P. SlaytonPartner, Chief Strategist
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 97 | $721M | 47% |
| Pooled investment vehicles | 13 | $421M | 28% |
| Corporations or other businesses | 40 | $311M | 20% |
| Charitable organizations | 7 | $61M | 4% |
| Individuals | 10 | $10M | <1% |
Private funds
Capital Creek Partners reports 13 private funds with $183M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Capital Creek Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗capitalcreek.com ↗
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The full record on Capital Creek Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 950 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Capital Creek Partners manage?
Capital Creek Partners reports $1.5 billion in regulatory assets under management across 789 accounts, 42% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
What kind of firm is Capital Creek Partners?
Capital Creek Partners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Capital Creek Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($721 million, 97 clients); pooled investment vehicles ($421 million, 13 clients); corporations or other businesses ($311 million, 40 clients).
Does Capital Creek Partners manage private funds?
Yes. It reports 13 private funds with $183 million in gross assets, including other private funds.
Does Capital Creek Partners have any disciplinary history?
Capital Creek Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Capital Creek Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →