CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
Legal name: CREEKSIDE PARTNERS
CRD #125401 SEC #801-68879 PETALUMA, CA 707-769-7820
SEC Registered
Total AUM
$505.3M
Discretionary
$505.3M
Employees
2
Clients
25
Accounts
788
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $505.3M | $505.3M | $0 | 2 | 0 |
| Mar 2024 | $466.5M | $466.5M | $0 | 2 | 0 |
| Mar 2023 | $427.5M | $427.5M | $0 | 2 | 0 |
| Jun 2022 | $505.8M | $505.8M | $0 | 2 | 0 |
| Mar 2022 | $505.8M | $505.8M | $0 | 2 | 0 |
| Mar 2021 | $470.2M | $470.2M | $0 | 3 | 0 |
| Jun 2020 | $436.6M | $436.6M | $0 | 3 | 0 |
| Mar 2020 | $436.6M | $436.6M | $0 | 3 | 0 |
| Mar 2019 | $381.4M | $381.4M | $0 | 3 | 0 |
| Dec 2018 | $404.7M | $404.7M | $0 | 3 | 157 |
| Mar 2018 | $404.7M | $404.7M | $0 | 3 | 157 |
| Sep 2017 | $486.4M | $481.8M | $4.6M | 4 | 300 |
| Mar 2017 | $486.4M | $481.8M | $4.6M | 5 | 300 |
| Sep 2016 | $399.3M | $399.3M | $0 | 4 | 300 |
| Jun 2016 | $399.3M | $399.3M | $0 | 4 | 300 |
| Mar 2016 | $399.3M | $399.3M | $0 | 4 | 300 |
| Apr 2015 | $389.9M | $222.4M | $167.5M | 4 | 300 |
| Jan 2015 | $144.5M | $138M | $6.5M | 2 | 26 |
| Dec 2014 | $144.5M | $138M | $6.5M | 2 | 26 |
| Dec 2014 | $144.5M | $138M | $6.5M | 2 | 26 |
| Nov 2014 | $144.5M | $138M | $6.5M | 2 | 26 |
| Mar 2014 | $144.5M | $138M | $6.5M | 2 | 26 |
| Mar 2013 | $130.8M | $119.8M | $11M | 2 | 26 |
| Sep 2012 | $121.9M | $99.6M | $22.4M | 1 | 26 |
| Aug 2012 | $121.9M | $99.6M | $22.4M | 1 | 26 |
| Apr 2012 | $121.9M | $99.6M | $22.4M | 1 | 26 |
| Apr 2012 | $121.9M | $99.6M | $22.4M | 1 | 26 |
| Jun 2011 | $106M | $84M | $22M | 5 | -- |
| May 2011 | $106M | $84M | $22M | 5 | -- |
| Mar 2011 | $73.1M | $70.6M | $2.5M | 5 | -- |
| Mar 2010 | $69.1M | $68.8M | $355.1K | 5 | -- |
| Mar 2009 | $50.2M | $45.9M | $4.2M | 5 | -- |
| Nov 2003 | $9M | $9M | $0 | 5 | -- |
DateMar 2025
Total AUM$505.3M
Discretionary$505.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$466.5M
Discretionary$466.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$427.5M
Discretionary$427.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$470.2M
Discretionary$470.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$436.6M
Discretionary$436.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$381.4M
Discretionary$381.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees3
Clients157
DateMar 2018
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees3
Clients157
DateSep 2017
Total AUM$486.4M
Discretionary$481.8M
Non-Disc.$4.6M
Employees4
Clients300
DateMar 2017
Total AUM$486.4M
Discretionary$481.8M
Non-Disc.$4.6M
Employees5
Clients300
DateSep 2016
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees4
Clients300
DateJun 2016
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees4
Clients300
DateApr 2015
Total AUM$389.9M
Discretionary$222.4M
Non-Disc.$167.5M
Employees4
Clients300
DateJan 2015
Total AUM$144.5M
Discretionary$138M
Non-Disc.$6.5M
Employees2
Clients26
DateDec 2014
Total AUM$144.5M
Discretionary$138M
Non-Disc.$6.5M
Employees2
Clients26
DateDec 2014
Total AUM$144.5M
Discretionary$138M
Non-Disc.$6.5M
Employees2
Clients26
DateNov 2014
Total AUM$144.5M
Discretionary$138M
Non-Disc.$6.5M
Employees2
Clients26
DateMar 2014
Total AUM$144.5M
Discretionary$138M
Non-Disc.$6.5M
Employees2
Clients26
DateMar 2013
Total AUM$130.8M
Discretionary$119.8M
Non-Disc.$11M
Employees2
Clients26
DateSep 2012
Total AUM$121.9M
Discretionary$99.6M
Non-Disc.$22.4M
Employees1
Clients26
DateAug 2012
Total AUM$121.9M
Discretionary$99.6M
Non-Disc.$22.4M
Employees1
Clients26
DateApr 2012
Total AUM$121.9M
Discretionary$99.6M
Non-Disc.$22.4M
Employees1
Clients26
DateApr 2012
Total AUM$121.9M
Discretionary$99.6M
Non-Disc.$22.4M
Employees1
Clients26
DateJun 2011
Total AUM$106M
Discretionary$84M
Non-Disc.$22M
Employees5
Clients--
DateMay 2011
Total AUM$106M
Discretionary$84M
Non-Disc.$22M
Employees5
Clients--
DateMar 2011
Total AUM$73.1M
Discretionary$70.6M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2010
Total AUM$69.1M
Discretionary$68.8M
Non-Disc.$355.1K
Employees5
Clients--
DateMar 2009
Total AUM$50.2M
Discretionary$45.9M
Non-Disc.$4.2M
Employees5
Clients--
DateNov 2003
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees5
Clients--