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Capital Creek Partners

Updated today

Client assets under management

$731,649,727

Clients

107

91% high-net worth

Advisors

4

of 24 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

27

Very Low

Average account size

$6,837,848

About

Capital Creek Partners primarily serves ultra-high net worth individuals, families, and family offices, providing individualized wealth management, family-office services, and access to both public and private investments. The firm manages assets for a relatively small number of family clients and related entities and also offers comprehensive reporting, tax and estate support, and other family-office functions.

The firm’s investment approach is due diligence-driven and holistic, relying heavily on third‑party managers, sponsored pooled vehicles, and negotiated private-market access to implement tailored portfolios. Capital Creek manages accounts on both discretionary and non‑discretionary bases and reports a larger share of regulatory assets as non‑discretionary than discretionary, consistent with the firm’s stated practice of providing recommendations that some clients execute themselves.

Notable distinctions include Capital Creek’s role as a private fund adviser and sponsor of multi‑series pooled vehicles across sectors (private equity, venture, real estate, energy/infrastructure, and credit) with sub‑series structures and allocation policies that prioritize its Access Funds for capacity‑constrained opportunities. The firm also discloses arrangements that are less common among peers—such as charging performance‑based fees for certain clients and funds, compensating solicitors and placement agents for referrals, and permitting select “anchor” clients to receive minority equity or board representation—each of which can affect allocation, disclosures, and potential conflicts.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Wealth management Business exit / sale strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Flat annual fee for family office services

Percentage

$0+: 0.25% to 1.00% (negotiated based on asset size and client factors) committed capital during investment period+: 0.50% to 1.00% (Private Fund Management Fee) capital commitments to Access Fund Sub-Series A+: 1.00% capital commitments to Access Fund Sub-Series B+: 0.50% capital commitments to Access Fund Sub-Series C+: 0.25%

Performance-based

Performance-based fees charged to certain Managed Account Clients and certain CCP Funds, specifics vary by agreement

Other

Fee-only: Flat annual fees for family office services, typically charged quarterly

Main office location

Capital Creek Partners

1608 W. 5 Th St., Suite 200

Austin TX 78703, United States

Number of offices

4

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brett L

Series 66

Austin, TX

Capital Creek Partners

Brett Longoria is a financial advisor at Capital Creek Partners with a Series 66 designation and 10 years of industry experience. He previously worked at Avalon Wealth Management LLC and Avalon Advisors, LLC before joining Capital Creek Partners in 2019. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging unaffiliated sub-advisors and third-party managers to deliver tailored strategic advice across public and private asset classes.

Private / alternative investments Real estate investing Wealth management Business exit / sale strategy Founder/Business Owner
user avatar

Michael M

CFA®, Series 65

Austin, TX

Capital Creek Partners

Michael Miller is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Capital Creek Partners since 2019 and previously worked at Alesia Investments and Petty Group LLP. Miller serves as an uncompensated advisory board member for Treaty Oak Equity LLC, where he provides strategic guidance and network connections. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging third-party managers and offering tailored advice across public and private asset classes.

Private / alternative investments Real estate investing Wealth management Business exit / sale strategy Founder/Business Owner
user avatar

Pamela J

Series 66

Austin, TX

Capital Creek Partners

Pamela Janysek is a financial advisor at Capital Creek Partners with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Luther King Capital Management Corporation and Avalon Advisors, LLC. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging unaffiliated sub-advisors and offering tailored strategic advice across public and private asset classes.

Private / alternative investments Real estate investing Wealth management Business exit / sale strategy Founder/Business Owner
user avatar

Robert G

Series 63, Series 65

Austin, TX

Capital Creek Partners

Robert Gauntt is a financial advisor at Capital Creek Partners with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Creek Partners since 2019, following an 11-year tenure at Avalon Advisors, LLC. Mr. Gauntt serves on the Board of The University of Texas Investment Management Company (UTIMCO) and participates in its Compensation and Risk Committees. He also holds advisory roles with Treaty Oak Equity LLC and Capstar Ventures LP. Capital Creek Partners provides wealth management and investment advisory services primarily to family and family-office clients, including ultra-high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a manager-centric, due-diligence driven approach, engaging third-party managers across public and private asset classes, and offers family office services such as consolidated reporting and estate planning.

Private / alternative investments Real estate investing Wealth management Business exit / sale strategy Founder/Business Owner
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