S
Sun Creek Holdings LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,424,620
Total clients
3
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$9,141,540
About
Sun Creek Holdings LLC provides discretionary investment supervisory services and financial planning to a focused set of clients, including trusts, corporations, pension and profit‑sharing plans, and high‑net‑worth individuals. The firm typically implements portfolios using mutual funds, equities, fixed income, ETFs, REITs and real estate investments and documents each engagement with an Investment Policy Statement.
The firm’s investment process is grounded in fundamental analysis and client‑specific Investment Policy Statements, and it generally operates with discretionary authority to execute long‑ and short‑term trading strategies and perform regular portfolio monitoring. Fees are charged on an asset‑under‑management basis and accounts are reviewed at least quarterly by the sole advisory principal.
Sun Creek is notable for a very small client roster—three reported clients—while overseeing roughly $25 million in assets, and for emphasizing institutional and high‑net‑worth relationships rather than typical non‑high‑net‑worth individual retail accounts. The firm’s principals have other industry‑related activities (including property management and acting as trustee for client trusts) and participate in an institutional custodian program that provides custodial and practice‑management benefits.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
College savings (529s, UTMA, etc.)
Fee options
Financial Planning flat fee arrangements are negotiable.
$1 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% Above $5,000,000+: 1.00%
Financial Planning hourly fees between $350 per hour.
Minimum fee: Minimum fees may apply to some clients depending on assets under management; minimums can be waived by SCH in its sole discretion. Fee-only: Investment Supervisory Services fees on tiered AUM basis; Financial Planning fees charged hourly ($350/hour) or flat fee (negotiable), with minimum 10 hours for comprehensive plans.
Main office location
Sun Creek Holdings LLC
95 Merrick Way, Suite 450
Coral Gables FL 33134, United States
Number of offices
1
Most active in
Sun Creek Holdings LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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