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Creekside Partners Financial Advisers LLC

● SEC registered since 2008CRD 125401SEC# 801-68879Petaluma, CA
Export (members)
Reg. AUM
$553.4M
Employees
2
Accounts
819
Location
Petaluma, CA

Creekside Partners Financial Advisers LLC assets under management

Creekside Partners Financial Advisers LLC is an investment advisory firm registered with the SEC based in Petaluma, CA. The firm has been registered since 2008. It reports $553.4 million in regulatory assets under management and employs 2 people.
www.creeksidepartners.comView on SEC.gov ↗

Creekside Partners Financial Advisers LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Shayne Hempeck ControlPrincipal, Chief Executive Officer, Chief Investment Advisor50-75%2007
Teresa A Coleman ControlPrincipal, Chief Compliance Officer25-50%2014

Frequently asked questions

How much does Creekside Partners Financial Advisers LLC manage?

Creekside Partners Financial Advisers LLC reports $553.4 million in regulatory assets under management on its Form ADV.

How many employees does Creekside Partners Financial Advisers LLC have?

Creekside Partners Financial Advisers LLC reports 2 employees.

Where is Creekside Partners Financial Advisers LLC located?

Creekside Partners Financial Advisers LLC is based in Petaluma, CA and has been SEC-registered since 2008.

Does Creekside Partners Financial Advisers LLC disclose fund performance?

Creekside Partners Financial Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address775 Baywood Drive, Suite 306, Petaluma, CA 94954
Phone707-769-7820
Fax925-871-1614
Office hours9:00a.m.-5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$553.4M▲ 10%
Mar '25 — $505.3MApr '25 — $505.3MMay '25 — $505.3MJun '25 — $505.3MJul '25 — $505.3MAug '25 — $505.3MSep '25 — $505.3MOct '25 — $505.3MNov '25 — $505.3MDec '25 — $505.3MJan '26 — $505.3MFeb '26 — $505.3MMar '26 — $553.4MApr '26 — $553.4MMay '26 — $553.4MJun '26 — $553.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$553.4Mregulatory AUM
Discretionary $553.4M