Cotton Creek Capital Management, LLC
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Overview
Cotton Creek Capital Management, LLC is an advisory company that has its headquarters in Dallas, Texas. Cotton Creek Capital Management, LLC controls $1.4 million in assets under management over two accounts. It has a small group, including 2 financial advisors. Cotton Creek Capital Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and equities.
Cotton Creek Capital Management, LLC manages all of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the customer's permission. The advisory firm's average account size is $689,271. An average advisor at Cotton Creek Capital Management, LLC manages around one client account, making it one of the most individualized financial advisor firms in the country.
The firm's central office is at 2820 Ross Tower, 500 North Akard, Dallas, Texas 75201. Cotton Creek Capital Management, LLC is allowed to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cotton Creek Capital Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$689.3 thousand
Fee Structure
Fees charged by financial advisors are based on which services are provided. Fees billed by Cotton Creek Capital Management, LLC likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Cotton Creek Capital Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
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
It provides services to pooled investment vehicles. Out of its two customers, Cotton Creek Capital Management, LLC's biggest client type by number of accounts is pooled investment vehicles. None of the firm's customers are represented by 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
Cotton Creek Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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