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Advisor at CAPITAL CREEK PARTNERS
AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CAPITAL CREEK PARTNERS | Mixed wealth | Apr 15, 2026 | n/a | yes | AUSTIN, TX | Current employment |
| CAZ INVESTMENTS L.P. | Asset manager | Jan 12, 2023 | Oct 18, 2024 | no | HOUSTON, TX | Previous registration |
| CRESTONE ASSET MANAGEMENT LLC | Former SEC adviser | Jun 21, 2022 | Nov 29, 2022 | no | BOULDER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAZ INVESTMENTS L.P. | CAPITAL CREEK PARTNERS | Oct 18, 2024 | Apr 15, 2026 | 544 | Firm change after gap | Other |
| CRESTONE ASSET MANAGEMENT LLC | CAZ INVESTMENTS L.P. | Nov 29, 2022 | Jan 12, 2023 | 44 | Firm change | Other |