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Creo Capital Partners Management LLC
SEC-regulated
Registered investment advisor
Creo Capital Partners Management LLC, established in 2014, is a financial advisor firm based in Miami, Florida. The firm specializes in providing investment advisory services to pooled investment vehicles, specifically Creo Capital Partners V, L.P. and Creo Capital Partners V-A, L.P. The firm's investment strategy focuses on making fundamental, long-term investments in companies in the food and consumer industry, targeting control investments in the middle market using a "buy and build" strategy. As of December 31, 2024, the firm managed $348,019,265 in regulatory Fund assets under management. The firm charges a fixed asset management fee, paid quarterly in advance, and pro-rated based on the Funds' capital commitments. The firm's owner is Rob W. Holland through Ropa Holdings, LLC. Creo Capital Partners Management LLC acts as a fiduciary, providing investment advice on a discretionary basis to the Funds. The firm does not have any disciplinary events to report and has established a Code of Ethics to ensure compliance with applicable laws and regulations. Clients have no direct control over individual investments, and the firm has custody of certain assets of the Funds. The firm does not engage in soft dollar transactions and does not allow directed brokerage accounts. Clients receive regular financial statements and reports on their investments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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