Questions to ask What does this mean? As a result, we do not support personal reviews on the site. Erica Warfield 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. AUSTIN, Texas-- ( BUSINESS WIRE )--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with . EFFECTIVE DATE; SEC: It is a TX Limited Liability Company. Prior to forming Capital Creek, Mr. Gauntt co-founded Avalon Advisors in 2001, where he remained until 2018. How does your firm approach insurance sales? Colfax Creek takes a long-term approach to investing in "smaller" middle market companies. What does this mean? For more information, please visit www.capstarventures.com or email venture@capstarventures.com. 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. Kathryn brings a unique perspective, deep expertise and a differentiated vision for investing in the next generation of consumer companies, and were pleased to be participating in the fund.. CAPITAL CREEK PARTNERS | Form ADV - RADiENT This Austin venture capitalist raised money from J.P. Morgan, Capital Creek Partners and others. Wed love to chat. 120-Day Approval, with a registration date of Apr 29, 2019. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. Why doesnt your firm use a secure website? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. With meaningful, diverse operating experience and an active . CAPITAL CREEK PARTNERS - AUSTIN , TX - Avoid Fraud, Get The Facts, And Checks take place monthly. Prosek Partners 1. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. He was raised on a corn and soybean farm in Colfax, Illinois, where hisparents still farm. Firm or an affiliate actively engages in business as a law firm or lawyer. When? 2023 Reink Media Group LLC. Philip Shaw No employees are registered as investment adviser representatives with the state securities authorities. Capital Creek Partners - SmartAdvisor Match 210-901-1422, Is this your firm? All rights reserved. Credit. 1608 W. 5th St., Suite 200, Austin, TX 78703. Questions to ask CCP offers individualized strategic advice and wealth management . 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. 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. Scott Cotter Please note: Search data is accumulated by 3rd party and refreshed once per day. 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. Our system found no disciplinary alerts. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. ACE Bakery. Mark has served on the advisory board for over a hundred private equity funds throughout his career. Are you seeking a long-term equity partner? 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 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. Questions to ask Become a Mission Supporter. Capital Creek Partners, LLC is a large advisory firm based in Austin. The company doesn't manage any assets belonging to foreign clients. 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. Capital Creek Partners, registered in 2019, serves 1 state (s) with a licensed staff of 3 advisors. The adviser's REGISTRATION status is listed below. 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. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Capital Creek Partners currently serves clients in the following states: TX. 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. SUITE 100, AUSTIN, TX. CAPITAL CREEK PARTNERS ( CRD # 301211/SEC#:801-115166 ) CAPITAL CREEK PARTNERS, CAPITAL CREEK PARTNERS, LLC. We harness technology and finance to create a world where zero emissions and zero waste targets are not only possible, but profitable. 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. 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. The University of Georgia (BBA) Jordyn previously worked as an associate at Capstar Ventures, an early-stage venture capital firm investing in consumer brands. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). What does this mean and why is it important? A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Real Estate. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). We build solid partnerships with company owners and management teams to develop and execute their growth strategies. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. 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. Firm or related person receives soft-dollar benefits in connection with client securities transactions. We are an investment partner organized to serve the needs of family offices, foundations, endowments, and private investment companies. 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. 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 is a wealth management firm based in Austin, Texas. 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. This firm has 5 employees, of which 4 are employees in advisory roles. How do these benefits affect the firms selection of a broker-dealer partner? He is a thoughtful listener that processes and understands complex business issues quickly. Capital Creek Partners is a privately held investment firm serving influential families, endowments, foundations, and independent investment companies looking to expand their investment. What conflicts arise from this relationship? The management of the property and business affairs of Little League Baseball, Incorporated, is vested in the International Board of Directors. What does this mean? Capital Creek Partners operates as a financial advisory firm based in Austin, Texas. 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. The firm doesnt compensate employees in addition to the salary for bringing in new clients. Track the AUM, funds, and holdings for Capital Creek Partners LLC over time. Questions to ask HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. Does your firm offer mutual funds that have 12b-1 fees? These conflicts can negatively impact clients via hidden fees and overall higher costs. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. In addition to the experience above, Mr. Gauntt is a Trustee for The University of Texas/Texas A&M Investment Management Company (UTIMCO), sitting on their Compensation Committee, Risk Committee, and Cyber Committee and also sits on the Boards for The Contemporary Austin, RBI Austin, and Hope Mozambique.
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