1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COLD CREEK CAPITAL

Map pin
Phone617-699-9241
NotebookSEC #801-113073
Total AUM
$22.9M
Employees
2
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
617-699-9241
Other Offices
2

ReceiptFinancials

Total AUM
$22.9M
Accounts
14
Discretionary
$22.9M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
13
AUM
$6.5M
Investment Company Clients
1
AUM
$16.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account