Creekside Partners Investment Counsel LLC is a large advisory firm based in Lafayette. It manages $106 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.
Creekside Partners Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Creekside Partners Investment Counsel LLC is $106 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Creekside Partners Investment Counsel LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Creekside Partners Investment Counsel LLC performs its advisory services is located at 985 Moraga Road, Lafayette, CA 94549, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-284-1260 or by fax 925-284-1514. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.creeksidepartners.com.