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. Avoid Fraud, Get The Facts, And Find The Best. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. With meaningful, diverse operating experience and an active . He was recently appointed by Texas Governor Greg Abbott to serve on the Texas Higher Education Coordinating Board and was previously a Trustee for the Teacher Retirement System of Texas (TRS) from 2008-11, serving as Chair for the Risk Management Committee and Investment Management Committee. Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. We are an investment partner organized to serve the needs of family offices, foundations, endowments, and private investment companies. What does this mean? Where climate and . Prior to forming Capital Creek, Mr. Gauntt co-founded Avalon Advisors in 2001, where he remained until 2018. Mark has served on the advisory board for over a hundred private equity funds throughout his career. What does this mean and why is it important? 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, LLC :: Texas (US) :: OpenCorporates DTCP - Crunchbase Investor Profile & Investments Questions to ask 1608 5th ST., Suite 200. Prior to founding KCCP, Tyler served as the chief executive officer of SYNEO, a role which he held from August 2017 to July 2021. For more information, please visit www.capstarventures.com or email venture@capstarventures.com. Brush Creek Partners | Private equity investment firm | ABOUT US Capital Creek Partners Jan 2019 - Present4 years 4 months San Antonio, Texas Area Advisory Board Member Treaty Oak Equity LLC Nov 2017 - Present5 years 6 months Austin, Texas Adjunct Professor. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Credit. The company doesn't manage any assets belonging to foreign clients. Questions to ask What does this mean and why is it important? Wed love to chat. Copyright 2019 by InvestingReview.org / All Rights Reserved. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. Internet Explorer presents a security risk. Is your firm a broker-dealer or are you affiliated with one? When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. 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. Real Estate. Brush Creek Partners is a unique private equity firm founded and funded by entrepreneurs, families, and individuals, and many of us have worked and co-invested together in the past. For further detail, see our articles on different types of advisors and financial advisor services. 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. What does this mean? Compare against similar firms. Chief Executive Officer 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. The number of clients served by it is unknown. What does this mean? It is a TX Limited Liability Company. Over the years, Jason has provided me and my team with invaluable insight and guidance on both strategic opportunities and challenging issues. For the most up-to-date information, please view the applicable SEC and FINRA reports above. The fund backs inspiring entrepreneurs addressing unmet consumer needs that resonate with the influential Millennial and Gen Z consumer with differentiated products, services and platforms that are unproven at scale. Nipun Capital, Twelve Points Wealth Management, Alera Investment Advisors, Dorsey, Wright & Associates, O'brien Capital Advisors, Was this page helpful? Mark graduated with a BE from Vanderbilt and an MBA from Stanford University. 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. A former Little Leaguer himself at West Side National Little League (Fort Worth, Texas), Mr. Gauntt later went on to play baseball for the University of Texas where he was a starting infielder on the Longhorns 1983 NCAA Division I National Championship team. SMEDAN Partners Bloc to Empower MSMEs - THISDAYLIVE He excelled amongst the rest in the areas of business strategy, decision making, and financial management. 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. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. SEC / JURISDICTION. What does this mean? Simply put, Jason has both substance and style. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. ACE Bakery. 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. 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. We capitalize stars. 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. 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. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. What does this mean and why is it important? 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. FINRA data last verified November 07, 2022. It prepares financial plans for less than 10 clients. The adviser's REGISTRATION status is listed below. 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. Associate Capstar Ventures Jul 2019 - Oct 20212 years 4. CCP offers individualized strategic advice and wealth management . SUITE 100, AUSTIN, TX. Showing 1 - 3 of 3 top financial advisors. Capital Creek Partners | LinkedIn Helping global leaders reach new heig. What happened? REGISTRATION STATUS. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Little League. Cavanaugh has been investing in and advising early-stage companies across consumer, healthcare, and technology for the past 15 years. Jason Duzan is professional, down to earth, genuine, calm, supportive, and works with you like a true partner. Unlike HTTPS connections, HTTP connections are not encrypted. What does this mean and why is this important? This firm has 5 employees, of which 4 are employees in advisory roles. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Our firm's culture is rooted in Integrity, Humility, and Excellence. 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. 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 SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. What does this mean? The company employs 5 people that are either part- or full-time employees. Capital Creek Partners LLC | AUM 13F 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. Capital Creek Partners currently serves clients in the following states: TX. DTCP Growth invests in enterprise application . 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. Prosek Partners What does this mean and why is it important? 210-901-1422, Is this your firm? He led the initial acquisition team and continued to serve on our Board of Directors. What does this mean and why is it important? Questions to ask Reach us at info@capitalcreek.com or one of our offices across Texas. ewarfield@prosek.com What does this mean and why is it important? Brett A. Barth. Capital Creek Partners Review. Firm can legally elect to accept commissions for their investment advisory services. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Become a Mission Supporter. Colfax Creek | A private equity and investment firm dedicated to 120-Day Approval, with a registration date of Apr 29, 2019. The members of the Little League International Board of Directors are volunteers in this service to Little League. Founded on January 22, 1995, THISDAY is published by THISDAY NEWSPAPERS LTD., 35 Creek Road Apapa, Lagos, Nigeria with offices in 36 states of Nigeria , the Federal Capital Territory and around . While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. IAPD - Investment Adviser Public Disclosure - Homepage 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. No. July 21, 2021 07:00 AM Eastern Daylight Time. It is a TX Limited Liability Company. REGISTRATION STATUS . What does this mean? What does this mean and why is it important? 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. 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. It is our organization's mission to provide unbiased and objective information. Robert Gauntt, Founding Partner at Capital Creek Partners and Former Capstar Ventures has invested in ten portfolio companies to date, including Culina, a leading plant-based food company; Stylust, a commerce technology platform; The Class, a health and wellness platform; Sarah Flint, a womens luxury shoe brand; Packed Party, a celebration lifestyle brand; St. Frank, a luxury home dcor brand; Museum of Ice Cream, an experience-first development company; Bravo Sierra, the first military-native wellness company; Eterneva, a grief wellness company; and Intraloop, a community insights technology platform. Jonathan P. - Associate - Capital Creek Partners | LinkedIn It manages $133.16 million of regulatory assets for 1 client accounts. 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. Will any of my assets be invested in those products? investor.com is not endorsed by or affiliated with the SEC or FINRA. 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. At HCI, we believe our substantial operating experience differentiates us from other financial partnersthe majority of our senior team members have been a CEO, President or CFO of an industrial business during their careers. We could always rely on Jason to follow through on his commitments. Along with more than a dozen at-large members from a variety of occupations and backgrounds, the Little League International Board has nine Field Directors, each representing one of Little Leagues nine regions, who are nominated by their peers for election to four-year terms by their regions District Administrators. He always looked out for my personal best interests and at the same timethe best for the company. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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 Capstar Ventures L.P. announced today the close of its inaugural Fund I with $41.3 million of capital commitments. 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. 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. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes. Childcare Network. Terms of Use | Disclaimers | Privacy Policy. You can reach the main office by calling the phone number 2102967119. CRD#: 6175119. Please provide me a list of the products and a summary of how much your firm earns from them. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 1608 W. 5th St., Suite 200, Austin, TX 78703. 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. If . Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. relationships with our capital partners, and most importantly relationships with the management team. These conflicts can negatively impact clients via hidden fees and overall higher costs. When? He is a thoughtful listener that processes and understands complex business issues quickly. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Questions to ask While this can be seen as "eating your own cooking," there are conflicts that may arise. 1. What does this mean? Capital Creek Partners is a multi-family office based in Austin, Texas. Capital Creek Partners is a wealth management firm based in Austin, Texas. The University of Georgia (BBA) Jordyn previously worked as an associate at Capstar Ventures, an early-stage venture capital firm investing in consumer brands. He has shown himself to be a professional with superior understanding, knowledge, and skills in financial management and investment strategy. We build solid partnerships with company owners and management teams to develop and execute their growth strategies.
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