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Building 2WOOD CREEK CAPITAL MANAGEMENT, LLC

Map pinNEW HAVEN, CT
Phone203-401-3220
NotebookSEC #801-69939
Total AUM
$2.8B
Employees
22
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
157 CHURCH STREET
20TH FLOOR
NEW HAVEN
CT 06510
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
203-401-3220

ReceiptFinancials

Total AUM
$2.8B
Accounts
20
Discretionary
$1.8B
Accounts
12
Non-Discretionary
$1B
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT ADVISER TO AN AFFILIATED COMPANY THAT INVESTS IN COMPANIES THAT ARE THE MANAGING MEMBER/GP FOR POOLED INV VEHICLES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CT

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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