Capital Creek Partners

Capital Creek Partners, LLC is a private wealth management investment firm based in Austin, Texas, founded in 2019 by Robert Gauntt, Michael Miller, and Mark Shoberg. The firm specializes in providing broad investment advisory services to approximately twenty families and family office clients, offering individualized strategic advice and wealth management across diversified asset classes. Capital Creek Partners typically engages unaffiliated sub-advisors to manage portions of clients' assets and recommends private investments such as direct private placements or joint venture investments. The firm sponsors pooled investment vehicles, including Private Funds and Access Funds, to provide clients access to various investment opportunities. Managed Account Clients may invest directly in the Portfolio Funds based on their unique suitability and diversification needs. The firm charges Managed Account Management Fees ranging from 0.25% to 1.00% of managed assets, with fees negotiated based on individual client needs and asset levels. Capital Creek Partners acts as a fiduciary and does not accept compensation for the sale of securities or investment products. Clients typically have at least $50 million of investable assets under management, and the firm does not have a stated minimum account size. The firm conducts quarterly reviews of client accounts and provides comprehensive reporting services, including balance sheet analysis, budgeting, tax planning, and estate gift planning. Clients retain proxy voting authority, and the firm does not have discretionary authority over client securities accounts. Capital Creek Partners has not been involved in any legal or disciplinary events and does not engage in third-party client referrals for compensation.