Wood Creek Capital Management, LLC (New Haven)

Wood Creek Capital Management, LLC is a large advisory firm based in New Haven. It manages $2.85 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Connecticut.

Wood Creek Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and investment adviser to an affiliated company that invests in companies that are the managing member/gp for pooled inv vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wood Creek Capital Management: assets under management

The assets under management (AUM) of Wood Creek Capital Management, LLC is $2.85 billion. The firm's AUM has grown by 5037% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.81 billion in discretionary accounts and $1.04 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.82 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $129.96 million.

Wood Creek Capital Management has custody of $2.31 billion in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wood Creek Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wood Creek Capital Management, LLC

Jonathan Peter Rotolo has been acting as President since 1 Aug 2005. Gregory David Smith joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in New Haven

The principal office where Wood Creek Capital Management, LLC performs its advisory services is located at 157 Church Street, New Haven, CT 06510, which is also the mailing address of the firm. An additional office of the firm is in Norfolk, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-401-3220 or by fax 203-306-3167. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at woodcreek.com.

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