Cross Creek Advisors, LLC
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Overview
Cross Creek Advisors, LLC operates as a financial advisory company that has its headquarters in Salt Lake City, Utah. It handles $1.4 billion in assets under management over 17 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). Cross Creek Advisors, LLC has a small group, including 11 financial advisors. Cross Creek Advisors, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like bonds, options and equities.
Cross Creek Advisors, LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without requiring client authorization. The investment advisory firm's average account size is $83.0 million. The typical financial advisor at Cross Creek Advisors, LLC manages about two client accounts, placing it among the most individualized firms in the country.
The company's main office is located at 505 Wakara Way, Salt Lake City, Utah 84108. The firm is legally allowed to provide services to clients in the state of Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cross Creek Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.4 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
18
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
17
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$83.0 million
Products and Services
Financial services offered by Cross Creek Advisors, LLC include portfolio management for pooled investment vehicles and selection of other advisers. The company is not engaged in selling products or offering services other than investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees are based on which services the firm provides the client. Fee types charged by the company likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its 17 customers, Cross Creek Advisors, LLC's largest client type by number of accounts is pooled investment vehicles. None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cross Creek Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cross Creek Advisors, LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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