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- 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
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.
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Owner & Executives
ANDREW SHAYNE HEMPECK
Chief Executive Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #2237301
- Ownership
- 50% but less than 75%
TERESA A COLEMAN
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4654757
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| 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
| 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 |