Key facts
- CREEKSIDE PARTNERS is a other based in PETALUMA, CA.
- CREEKSIDE PARTNERS reports $1.5M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 125401- Regulatory AUM
- $1.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- PETALUMA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CREEKSIDE PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CREEKSIDE PARTNERS's AUM?
- CREEKSIDE PARTNERS manages approximately $1.5M in assets.