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Mountain Creek Capital, LLC

Mountain Creek Capital, LLC. CRD 298620

Mountain Creek Capital, LLC logo

CRD: 298620

Mountain Creek Capital, LLC

Melville, NY, 11747
6319649503
$22.5M Total AUM
$22.5M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
12-10-2018
Office Locations
1

Office Locations

25 Melville Park Road Suite 144 Melville NY

About Mountain Creek Capital, LLC

Mountain Creek Capital, LLC is a Melville, NY RIA serving retail investors, including entrepreneurs, with individualized portfolio management and financial planning. The firm emphasizes active, individual stock selection aimed at outperforming broad market averages, with direct advisor access for ongoing guidance. Accounts are custodied at Interactive Brokers, with clients able to monitor performance via the IBKR mobile app.

Team overview

46 AVG AGE
$22.5M AVG AUM / ADVISOR
$459.3K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Matrix foundation Peak eagle Frontier insight

Client Personas

Element

Custodian

Bridge Signal

Investment Themes

Momentum

Investment Vehicles

Bridge eagle

Services

Alpha Atlas signal

Owner & Executives

M

MICHAEL C REIDLINGER

Chief Compliance Officer, Managing Member, Wealth Manager

CRD
#2980570
Ownership
75% or more
(698) 372-5047
signal.crest@eaglecapital.com
in linkedin.com/in/momentum-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $22,503,637 --
Non-Discretionary $0 --
Total $22,503,637 --

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Separately Managed Accounts

Total SMA Asset: $22,503,637

$22.5M Total SMA
Equity - Exchange:
21.5%
Cash:
78.5%
Asset class Assets Assets %
Equity - Exchange $818,234,648 21.5%
Cash $2,987,507,899 78.5%
Total $3,805,742,547 100.0%

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