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Creekside Partners

Creekside Partners. CRD 125401

Creekside Partners logo

CRD: 125401

Creekside Partners

Petaluma, CA, 94954
7077697820
$553.4M Total AUM
$553.4M Disc. AUM
9.3% 3Y CAGR
2 Employees
274 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
TimberAlpha momentum +more
Established Date
03-14-2003
Office Locations
1

Office Locations

775 Baywood Drive Suite 306 Petaluma CA

About Creekside Partners

Creekside Partners is an independent, Petaluma, CA fiduciary advisory firm providing investment management and hands-on financial planning across life events for entrepreneurs, families, and retirees. The team builds centralized, coordinated plans to manage risk and pursue returns, with specialty expertise in double tax-free California municipal bonds and state tax-free Treasuries for tax-efficient income. Custody includes Schwab and Fidelity.

Team overview

54 AVG AGE
$276.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Delta Glacier

Client Personas

Vital Matrix

Custodian

Horizon momentum Element vector Matrix Eagle radial Signal focus

Investment Themes

Matrix Vital Zenith

Investment Vehicles

Crest value

Services

Summit Radial Unison Vital alpha Quantum optima Optima Glacier Signal prime Zenith

Technology

Oak Quantum radial Harbor

Owner & Executives

ANDREW SHAYNE HEMPECK

ANDREW SHAYNE HEMPECK

Chief Executive Officer, Financial Advisor, General Partner, PRINCIPAL

CRD
#2237301
Ownership
50% but less than 75%
(366) 604-4211
horizon.zenith@harborcapital.com
in linkedin.com/in/vertex-momentum
TERESA A COLEMAN

TERESA A COLEMAN

Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL

CRD
#4654757
Ownership
25% but less than 50%
(739) 627-7480
momentum.pioneer@primecapital.com
in linkedin.com/in/insight-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-29-2022
03-15-2023
03-19-2024
03-12-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $553,388,044 $675,687
Non-Discretionary $0 --
Total $553,388,044 $675,687

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Separately Managed Accounts

Total SMA Asset: $553,388,044

$553.4M Total SMA
Public Funds:
15.7%
U.S. Government/Agency:
22.2%
Equity - Exchange:
25.2%
Municipal Bonds:
22.6%
Cash:
8.2%
Equity - OTC:
6.1%
Asset class Assets Assets %
Public Funds $1,348,604,098 15.7%
U.S. Government/Agency $1,906,943,375 22.2%
Equity - Exchange $2,164,638,425 25.2%
Municipal Bonds $1,941,302,715 22.6%
Cash $704,366,472 8.2%
Equity - OTC $523,979,936 6.1%
Total $8,589,835,021 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HORIZON CREST OPTIMA UNISON BRIDGE 6O2WGREG0 MSF 8.13% $9,873,945
BRIDGE BEACON VECTOR VITAL YW2APLXYB LLCPX 1.16% $69,576,278
UNISON FOCUS BEACON UNISON OPTIMA BLPFGNLD0 BJLRT 1.27% $105,188,372
CREST EAGLE MERIDIAN ZENITH OAK MV2RBOAJD WFZUL 5.38% $11,997,936
CREST VECTOR VITAL FUSION RADIAL I8MXGJN9E BSLVK 12.45% $71,641,407
PATHWAY OPTIMA PATHWAY SUMMIT O1NBLKP73 XXL 3.72% $44,617,539
MOMENTUM MERIDIAN DELTA RADIAL VO6JDB5TL TETGM 7.60% $36,317,926
VALUE RIDGE VITAL CATALYST ZRTHM5FL7 OMWUI 6.72% $108,111,644

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