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Capital Creek Partners
Multifamily office listing in Austin, Texas, United States.
- SEC-registered
- Founded 2018
- Regulatory AUM
- $1.5 billion
- Employees
- 24
- Founded
- 2018
- SEC CRD
- 301211
Capital Creek Partners is an Austin-based private investment firm and multi-family office serving families and institutions through public and private market strategies.1
Overview
Established in 2018, Capital Creek Partners serves family offices, foundations, endowments, and private investment companies. The firm reports offices in Austin, Houston, San Antonio, and Denver.1
Capital Creek Partners describes itself as a long-term investor that provides institutional access and capabilities to its partners. It focuses particularly on private markets and seeks long-term partnerships with best-in-class management teams.1
The firm reports experience drawn from large institutions and endowments, with a goal of creating generational value for partner families and organizations. Its stated culture emphasizes integrity, humility, excellence, and an investor-first mindset.2
History
Capital Creek Partners was established in 2018 as a private investment firm and multi-family office.1
Leadership
Brett Ashley Barth is a Founding Partner, Chief Compliance Officer, and Head of Private Clients.3
Scott T. Slayton, CFA, is a Partner and Chief Strategist.4
Sharam Honari is Head of Capital Formation and works with family offices, foundations, endowments, and private investment companies.5
Chris Happ is a Partner who advises families, entrepreneurs, professional athletes, and entertainers on financial markets and business decisions.6
Services
Capital Creek Partners provides individualized strategic advice and wealth management across public and private investments.7
The firm may engage unaffiliated sub-advisers, provide access to third-party private funds, and use sponsored investment vehicles for alternative assets. Its investment analyst role references work across private equity, venture capital, real estate, energy, natural resources, infrastructure, and credit.78
Capital Creek Partners is registered with the Securities and Exchange Commission as an investment adviser.7
What the firm offers
- Investment management
- Philanthropy
- Private and alternative investments
Client Focus
The firm works with family offices, foundations, endowments, and private investment companies. Its private-client work also supports families, entrepreneurs, professional athletes, and entertainers with financial markets and business decisions.156
Approach
Capital Creek Partners says it takes a long-term investment approach, combines institutional capabilities with individualized advice, and builds enduring relationships with best-in-class management teams. The firm describes its culture as grounded in integrity, humility, excellence, and an investor-first mindset.12
Assets and Minimums
The firm’s Form CRS says investment minimums may be waived at its discretion. It reports asset-based investment management fees generally ranging from 0.250% to 1.00%, with possible flat, tiered, committed-capital, invested-capital, or performance-based arrangements.7
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2019 | $133 million | $0 | $133 million |
| 2020 | $129 million | $0 | $129 million |
| 2021 | $200 million | $0 | $200 million |
| 2022 | $510 million | $64 million | $445 million |
| 2023 | $677 million | $82 million | $595 million |
| 2025 | $1.2 billion | $323 million | $920 million |
| 2026 | $1.5 billion | $645 million | $878 million |
| Year | Average AUM per client |
|---|---|
| 2021 | $13 million |
| 2022 | $16 million |
| 2023 | $9 million |
| 2025 | $9 million |
| 2026 | $9 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 10 |
| High net worth individuals | 97 |
| Pooled investment vehicles | 13 |
| Charities | 7 |
| Corporations | 40 |
| Year | Employees |
|---|---|
| 2019 | 5 |
| 2020 | 7 |
| 2021 | 7 |
| 2022 | 12 |
| 2023 | 15 |
| 2025 | 22 |
| 2026 | 24 |
Ranks #7 of 17 SEC-registered firms in TX on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 301211. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What type of firm is Capital Creek Partners?
Capital Creek Partners is a private investment firm and multi-family office that advises clients across public and private investments.17
Who does Capital Creek Partners serve?
The firm serves family offices, foundations, endowments, private investment companies, families, entrepreneurs, professional athletes, and entertainers.156
What investments does Capital Creek Partners cover?
Its work spans public and private investments, including private equity, venture capital, real estate, energy, natural resources, infrastructure, and credit.78
Related resources
- LocationMultifamily offices in Austin
Reviewing Austin's multifamily offices gives a local comparison point for a family or business owner considering Capital Creek Partners. It can help readers frame questions about public and private market investing, philanthropy support, client structure, and how a multi-family office may serve both families and institutions.
- Network siteCorporateVentureCapital.com
CorporateVentureCapital.com offers a directory for understanding corporate venture capital firms and their investment models. For someone evaluating Capital Creek Partners' private and alternative investment services, it provides adjacent market context and may suggest questions about strategy, risk, liquidity, and how institutional investing differs from family office work.
- Network siteFamilyOffices.com
FamilyOffices.com provides resources and a community focused on single-family offices and wealthy families. Readers can use it to compare common governance, investment management, philanthropy, and family decision-making topics with the needs of a family or business owner considering a multi-family office in Austin.
- DataMFOs by decade founded
The MFOs by decade founded page helps readers place multi-family offices within a broad timeline. Reviewing firms by founding period can support questions about organizational history, changing investment practices, and the experience families and institutions may seek when assessing a firm serving public and private markets.
- Similar firmsAutumn Lane Advisors, LLC
Badii Group Private Wealth Management
FOCUS Wealth Advisors, LLCProfiles of Autumn Lane Advisors, LLC, Badii Group Private Wealth Management, and FOCUS Wealth Advisors, LLC provide additional firms to review on this site. Comparing their stated services, locations, and client focus with Capital Creek Partners can help a family or business owner organize questions about investment management, philanthropy, and private investments.
Sources
- Capital Creek Partners
- Capital Creek Partners Team
- Brett Ashley Barth
- Scott Slayton
- Sharam Honari
- Chris Happ
- Capital Creek Partners Form CRS
- Capital Creek Partners Investment Analyst Role
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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