Founded by Kathryn Cavanaugh in 2019, Capstar Ventures invests nationwide in innovative consumer companies. WASHINGTON, DC, March 28, 2023 HCI Equity Partners (HCI) announced today that Bob Currier has joined the HCI Executive Partner group to advise on human capital management, including talent acquisition, organizational design, leadership development and succession throughout the entire , HCIs Managing Partner and Chief Investment Officer, Doug McCormick, recently joined Patrick Stroth on his podcast M&A Masters. Wed love to chat. 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. Colfax Creek Capital, LLC 2020. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. DTCP is an investment management firm focused on growth equity and digital infrastructure. Former Chief Executive Officer Our system found no disciplinary alerts. As a financial advisory firm, Capital Creek Partners can provide a variety of financial planning services for Americans. 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 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. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. Listen in to hear Doug and Patrick discuss why human capital is a gamechanger, why building a team is an art and , HCI Co-Founder, Managing Partner and Chief Investment Officer, Doug McCormick, recently joined Justin Fortier on Seraph Consultings new podcast, Manufacturing Excellence. Questions to ask I was tremendously successful under his leadership and guidance, and as an owner/CEO of a business, I would definitely recommend him and would personally choose to partner with him over and over again. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (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. All rights reserved. Questions to ask What does this mean and why is it important? Questions to ask Jonathan P. - Associate - Capital Creek Partners | LinkedIn It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas. Clients pay Capital Creek Partners, LLC for their services and products based on a percentage of assets under management. It manages $133.16 million of regulatory assets for 1 client accounts. Find out what fees Capital Creek Partners charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. Win whats next. It manages $133.16 million of regulatory assets for 1 client accounts. 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. Prior to founding KCCP, Tyler served as the chief executive officer of SYNEO, a role which he held from August 2017 to July 2021. SEC / JURISDICTION. Showing 1 - 3 of 3 top financial advisors. He has shown himself to be a professional with superior understanding, knowledge, and skills in financial management and investment strategy. CAPITAL CREEK PARTNERS | Form ADV - RADiENT Mark has served as a guest lecturer for Stanford University and the University of Notre Dame. Learn morehere. Avoid Fraud, Get The Facts, And Find The Best. To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Firm can legally elect to accept commissions for their investment advisory services. What does this mean and why is it important? Our combined experience enables us to have a deeper understanding of industry sector trends and business fundamentals which enhances the operating performance of our portfolio companies. 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. DTCP - Crunchbase Investor Profile & Investments Questions to ask Simply put, Jason has both substance and style. Capital Creek Partners LLC | AUM 13F 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. Any data inaccuracies, please contact our team. 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. I have worked with Jason for over ten years. What does this mean? The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. 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. We bring extensive capabilities gained from senior leadership roles at a variety of leading industrial and service companies. 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. Prior to Capstar Ventures, she spent two years at the Texas Retirement System of Texas (TRS) allocating capital to hedge fund and long-only equity strategies and worked as an investment . Chief Executive Officer He excelled amongst the rest in the areas of business strategy, decision making, and financial management. Visit Site Capital Creek Partners, LLC :: Texas (US) :: OpenCorporates The company doesn't manage any assets belonging to foreign clients. AUSTIN, Texas-- ( BUSINESS WIRE )--Capstar Ventures L.P., an early-stage venture capital firm, announced today the close of its inaugural Fund I with . What does this mean and why is this important? 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 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. All rights reserved. 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. Questions to ask Colfax Creek takes a long-term approach to investing in "smaller" middle market companies. When? Our system has identified the following conflict alerts. What does this mean and why is it important? We invest in sustainable, decentralized infrastructure to help individuals, companies and communities increase value and reduce their carbon footprint. Questions to ask Capital Creek Partners, registered in 2019, serves 1 state(s) with a licensed staff of 3 advisors. What does this mean? What does this mean? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. It doesnt run an office outside of the United States. Capital Creek Partners, registered in 2019, serves 1 state (s) with a licensed staff of 3 advisors. This could also limit the number and diversity of investment options available and may impact their transferability. Angel, Fund of Funds, Venture Capital), Capital Creek Partners is an investment management company, Find More Contacts for Capital Creek Partners, Edit Lists Featuring This Company Section, Venture Capital Investors with Investments in Greater Boston Area, Venture Capital Investors with Investments in Northeastern US, Venture Capital Investors with Investments in United States. tips_and_updates Financial advisor education. He led the initial acquisition team and continued to serve on our Board of Directors. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. What does this mean and why is it important? Austin, TX 78703. Robert P. Gauntt at Capital Creek Partners | Wealthminder 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. 210-901-1422, Is this your firm? How does your firm approach insurance sales? What does this mean? What conflicts arise from this relationship? Cavanaugh has been investing in and advising early-stage companies across consumer, healthcare, and technology for the past 15 years. 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. HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder owned manufacturing, service and distribution companies. Helping global leaders reach new heig. While Capital Creek Partners advises clients across a variety of portfolio sizes, the average client balance is currently $15.9 million. Mike Miller, CFA, CAIA - Founding Partner - Capital Creek Partners 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. What does this mean? Active, Closed, This describes the type of investor this organization is (e.g. For the most up-to-date information, please view the applicable SEC and FINRA reports above. With meaningful, diverse operating experience and an active . We feel fortunate for the opportunity to support those in the earlier stages of building their business and to work alongside phenomenal partners to provide more diverse founders a seat at the table.. 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. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 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. 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. What does this mean? Copyright 2019 by InvestingReview.org / All Rights Reserved. What does this mean? It prepares financial plans for less than 10 clients. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. View contacts for Capital Creek Partners to access new leads and connect with decision-makers. Brett A. Barth. 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. 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%. We seek to invest in the best and brightest entrepreneurs solving their own pain points and addressing unmet consumer needs in todays rapidly changing consumer landscape. 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. Jason is excellent at inspiring individuals, judging talent, and analyzing diverse business opportunities. 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.
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