Stonecreek Capital Management, LLC

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Sioux Falls
CRD Number
Website stonecreekcm.com
Client types

Overview

Stonecreek Capital Management, LLC, is a privately held Financial Services firm. It provides financial guidance, consulting, and planning for a wide variety of individuals and businesses. Integrity is a way of life for the firm, and it expects the same from its partners, vendors, and employees. Stonecreek believes it is different than most firms in three basic ways: • Limited client base: It purposely keeps the number of clients served at a very manageable level. This allows the firm to know its clients and be there to work with them and their other advisors when needed. • Service: Stonecreek is a hands-on firm and takes great pride in its customer service quality. Each new client will determine the amount of contact desired, and the firm will set up and follow a schedule of portfolio reviews and contacts personalized to their needs. It wants to keep its client base focused and will add clients only to the extent that its team can maintain the level of service its clients expect and deserve.

Platform Details

Investment Preferences

Alternative Activity