We bring extensive capabilities gained from senior leadership roles at a variety of leading industrial and service companies. 323-500-0922. DTCP is an investment management firm focused on growth equity and digital infrastructure. Questions to ask
Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Why doesnt your firm use a secure website? With experience from some of the largest institutions and endowments in the country, our goal is to create generational value for our partner families and organizations. Questions to ask
What does this mean? We are an investment partner organized to serve the needs of family offices, foundations, endowments, and private investment companies. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations.
I have worked with Jason for over ten years. Get the full list, To view Capital Creek Partnerss complete board members history, request access, Morningstar Institutional Equity Research. What does this mean and why is it important? What happened? Chief Executive Officer What does this mean and why is it important? With meaningful, diverse operating experience and an active . What does this mean? The assets of the firm are managed by its executive management team. 1303 SAN ANTONIO ST, Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. 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. 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
Colfax Creek | A private equity and investment firm dedicated to 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.
Capital Creek Partners LLC | AUM 13F investor.com is not endorsed by or affiliated with the SEC or FINRA. Kathryn embodies the type of fund manager we set out to back through the launch of our Project Spark initiative and we are thrilled to partner with Capstar Ventures on its inaugural fund, said Jamie Kramer, Head of Alternative Solutions at J.P. Morgan Asset Management and Investment Committee Chair for Project Spark. Real Estate. Internet Explorer presents a security risk. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. 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. We build solid partnerships with company owners and management teams to develop and execute their growth strategies. The company employs 5 people that are either part- or full-time employees. The SEC or CFTC 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. Will any of my assets be invested in those products? Is your firm affiliated with a law firm in any capacity? Firm or related person receives soft-dollar benefits in connection with client securities transactions. Capstar Ventures is an early-stage venture capital firm that invests in the next generation of innovative consumer companies. Capital Creek Partners, registered in 2019, serves 1 state (s) with a licensed staff of 3 advisors. The firm has a small team, including 9 financial advisors. 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 felony. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. 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.
Mark Shoberg Capital Creek Partners 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.
Investment Associate - Capital Creek Partners - LinkedIn PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. 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. Capital Creek Partners, registered in 2019, serves 1 state(s) with a licensed staff of 3 advisors. Over the last twenty-plus years, Jason Duzan has led nearly two billion in private investment transactions, developed new investment opportunities, and managed a diverse portfolio of operating companies. Credit. 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. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Mark Shoberg Capital Creek Partners Mark Shoberg Partner, Co-CIO EDUCATION Stanford University (MBA), Vanderbilt (BA) Mark was a managing director with Stanford Management Company and UTIMCO before joining Capital Creek. 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. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. How do these benefits affect the firms selection of a broker-dealer partner? Jason and his family live in Birmingham, Michigan. 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. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? The adviser's REGISTRATION status is listed below. 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. Brett A. Barth. We leverage diverse operating and investing expertise and extensive networks to support early-stage founders on their journey from start to scale. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. 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. Copyright 2003-2023
SMEDAN Partners Bloc to Empower MSMEs - THISDAYLIVE With meaningful, diverse operating experience and an active approach, we strive to be more of a business partner than an investor. What does this mean and why is it important? Capital Creek Partners manages $509.6 million and provides investment advisory services for 32 clients (1:11 advisor/client ratio). Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Jason earned an MBA from the University of Chicago and an undergraduate degree from the University of Illinois. Please see our Disclaimers for more information. He was raised on a corn and soybean farm in Colfax, Illinois, where hisparents still farm. What does this mean?
Robert Gauntt, Founding Partner at Capital Creek Partners and Former We have committed capital and are actively seeking new investment opportunities.
Jonathan P. - Associate - Capital Creek Partners | LinkedIn There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Prior to founding KCCP, Tyler served as the chief executive officer of SYNEO, a role which he held from August 2017 to July 2021. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. He has shown himself to be a professional with superior understanding, knowledge, and skills in financial management and investment strategy. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Capital Creek Partners Jul 2019 - Present3 years 10 months Austin, Texas Area Multi-family office focused on private market investing. It manages $133.16 million of regulatory assets for 1 client accounts. Founded in 2015, the firm has raised more than $1 billion in funds from corporate and institutional investors and invested in over 60 companies.
CAPITAL CREEK PARTNERS - AUSTIN , TX - Avoid Fraud, Get The Facts, And What does this mean and why is this important? HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. Co-Investment. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Capital Creek Partners, LLC is a large advisory firm based in Austin. Financial Advisors at Capital Creek Partners. He excelled amongst the rest in the areas of business strategy, decision making, and financial management. What does this mean? Established in 2018, Capital Creek Partners was founded as a boutique multi-family office to serve a small number of prominent families. 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. 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. Steve, Robert, and I are thrilled for the opportunity to partner with Kathryn to launch Capstar Ventures because we share a commitment to supporting the innovation and passion that entrepreneurs contribute to our world, and believe it is critical to building a brighter future, added Kendra Scott, Founder of Kendra Scott LLC. These fees dont include brokerage commissions, interest, taxes, and other account expenses. What conflicts arise from this relationship? Does your firm offer mutual funds that have 12b-1 fees? Austin, TX 78703, 5711 Broadway St. Suite 202, San Antonio, Texas 78205, 2799 Katy Frwy Suite 250, Houston, Texas 77007. What does this mean?
Our system has identified the following conflict alerts. Colfax Creek takes a long-term approach to investing in "smaller" middle market companies. 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. And how Millennial and Gen Z consumers resonate with that authenticity as they align their purchasing power with their values..
IAPD - Investment Adviser Public Disclosure - Homepage Capital Creek Partners operates as a financial advisory firm based in Austin, Texas. 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. Questions to ask
For more information, please visit www.capstarventures.com or email venture@capstarventures.com. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. What does this mean and why is it important? Little League is more than just balls and strikes, and wins and losses, but more importantly teaches life lessons of perseverance and humility as well as the critical importance of teamwork in order to succeed. 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. Following a virtual meeting held on Friday, December 17, the Little League International Board of Directors announced the election of Robert Gauntt, a longtime investment and wealth management professional, to be its newest at-large director.
Private Equity. It prepares financial plans for less than 10 clients. Investor.com is your trustworthy guide to the world of personal finance. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. Questions to ask
All information provided on this website is provided without warranty and for informational purposes only. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. FINRA data last verified November 07, 2022. Mark graduated with a BE from Vanderbilt and an MBA from Stanford University. He was insightful and calm as we experienced the typical growing pains of a fast-paced company. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much).
Capital Creek Partners | Wealthminder relationships with our capital partners, and most importantly relationships with the management team. 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. Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. Please note: Search data is accumulated by 3rd party and refreshed once per day. The number of clients served by it is unknown. Contact Email info@dtcp.capital. 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. 210-901-1422, Is this your firm? The Board has the control of the corporation and the power to appoint such standing committees as it shall determine and to delegate such responsibilities as it shall deem advisable.
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.