| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Matter Control | Chief Compliance Officer And Manager | Under 5% | 2017 |
| James Family Holdings LLC Control | Member | 25-50% | 2017 |
| M Ohana Holdings LLC Control | Member | 25-50% | 2017 |
Creative Capital Management Investments LLC reports $668.2 million in regulatory assets under management on its Form ADV.
Creative Capital Management Investments LLC reports 11 employees.
Creative Capital Management Investments LLC is based in San Diego, CA and has been SEC-registered since 2017.
Creative Capital Management Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6265 Greenwich Drive, Suite 201, San Diego, CA 92122 |
| Phone | 619-298-3993 |
| Fax | 619-298-1976 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1957363 |
| Discloses disciplinary history | No |
| Discretionary | $667.5M |
| Non-discretionary | $743K |
| Total (RAUM) | $668.2M |