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CROSS CREEK ADVISORS, LLC

505 Wakara Way
Suite 215
Salt Lake City, Utah 84108
Tel: 801-214-0091

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About CROSS CREEK ADVISORS, LLC

CROSS CREEK ADVISORS, LLC, formally registered with the SEC as CROSS CREEK ADVISORS, LLC. The firm was established in 11/27/2012. They have over 1 offices throughout the country.

CROSS CREEK ADVISORS, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $1,336,044,913 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165803
SEC#801-77391
Assets Managed by Firm$1,336,044,913
No. of Clients17
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total17$1,336,044,913

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