Creekside Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Petaluma, CA. Its latest Form ADV filing, dated March 12, 2026, reports $553M in regulatory assets under management, 2 employees, and 819 accounts.
Assets Under Management
$553M
Employees
2
Offices
--
Total Clients
274
Primary office
PETALUMA, CA
775 BAYWOOD DRIVE, SUITE 306, PETALUMA, CA, United States
Top client segmentHNWI represent 53.6% of total clients.
Top client categories% of clientsClients
1
HNWI
53.6%
147
2
Individuals
46.4%
127
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$553Mas of March 12, 2026
Discretionary100.0%
$553M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$553M
Total Accounts819
10Y AUM Change+$67M (+13.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee137:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.