Black Creek Investment Management Inc.
- Regulatory AUM
- $7.1B
- Discretionary
- $7.0B
- Clients
- 27
- Avg AUM / client
- $263M
- Accounts
- 27
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Jan 02, 2026
Investments (13F portfolio — 25 positions, $1,863,901,630)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Elanco Animal Health Inc | COM | $251,117,807 | 10,493,849 | 13.5% | 3.54% |
| 2 | Booz Allen Hamilton Hldg Cor | CL A | $207,432,377 | 2,658,367 | 11.1% | 2.92% |
| 3 | Fti Consulting Inc | COM | $194,284,725 | 1,099,082 | 10.4% | 2.74% |
| 4 | Pricesmart Inc | COM | $175,307,517 | 1,164,834 | 9.41% | 2.47% |
| 5 | Eagle Matls Inc | COM | $147,306,090 | 777,546 | 7.9% | 2.08% |
| 6 | Paypal Hldgs Inc | COM | $143,548,034 | 3,173,735 | 7.7% | 2.02% |
| 7 | Brown Forman Corp | CL B | $139,024,323 | 5,258,106 | 7.46% | 1.96% |
| 8 | Baidu Inc | SPON ADR REP A | $103,838,538 | 931,956 | 5.57% | 1.46% |
| 9 | Gartner Inc | COM | $100,824,895 | 636,762 | 5.41% | 1.42% |
| 10 | Grifols S A | SP ADR REP B NVT | $67,259,345 | 8,386,452 | 3.61% | 0.95% |
| 11 | Fomento Economico Mexicano S | SPON ADR UNITS | $65,503,299 | 589,801 | 3.51% | 0.92% |
| 12 | Nutrien Ltd | COM | $65,271,516 | 867,438 | 3.5% | 0.92% |
| 13 | Nice Ltd | SPONSORED ADR | $58,537,475 | 530,904 | 3.14% | 0.83% |
| 14 | Cemex Sab De Cv | SPON ADR NEW | $36,427,225 | 3,184,198 | 1.95% | 0.51% |
| 15 | Aramark | COM | $21,983,139 | 542,258 | 1.18% | 0.31% |
| 16 | Alphabet Inc | CAP STK CL A | $17,251,875 | 59,994 | 0.93% | 0.24% |
| 17 | Cencora Inc | COM | $15,839,253 | 50,421 | 0.85% | 0.22% |
| 18 | Sunbelt Rentals Holdings Inc | SHS | $14,566,621 | 223,792 | 0.78% | 0.21% |
| 19 | Figs Inc | CL A | $12,173,980 | 824,237 | 0.65% | 0.17% |
| 20 | Uber Technologies Inc | COM | $10,498,112 | 145,949 | 0.56% | 0.15% |
| 21 | Lam Research Corp | COM NEW | $9,924,721 | 46,451 | 0.53% | 0.14% |
| 22 | Borgwarner Inc | COM | $1,953,360 | 36,000 | 0.1% | 0.03% |
| 23 | Arcos Dorados Holdings Inc | SHS CLASS -A - | $1,699,500 | 206,000 | 0.09% | 0.02% |
| 24 | Criteo S A | SPONS ADS | $1,429,613 | 79,733 | 0.08% | 0.02% |
| 25 | Icici Bank Limited | ADR | $898,290 | 34,683 | 0.05% | 0.01% |
Top 25 of 25 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $6.3B | 88.3% |
| Pension and profit sharing plans | 5 | $536M | 7.55% |
| Charitable organizations | 4 | $146M | 2.06% |
| State or municipal government entities | 1 | $77.8M | 1.1% |
| Corporations and other businesses | 1 | $70.9M | 1.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $147M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Black Creek International Equity Fund, Lp | Other Private Fund | Delaware | $147M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute Battelle Memorial Institute | Columbus, OH | 2024 |
| Valeo, Inc. Pension Plan Valeo North America, Inc. | 2024 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harrison, Susan | Trustee | Dec 2008 (18y) | GP / trustee / elected manager of Kanko Family Trust (indirect) | |
| Jenkins, Lorelei | Trustee | Dec 2008 (18y) | GP / trustee / elected manager of Jenkins Family Trust (indirect) | |
| Jenkins, Richard, Lyle | Chairman And Managing Director; Trustee, Jenkins Family Trust, Culzean Holdings Inc. | Dec 2008 (18y) | Less than 5% | |
| Kanko, William, David | Managing Director; Trustee, Kanko Family Trust | Dec 2008 (18y) | Less than 5% | |
| Quinlan, Brian | Trustee | Dec 2008 (18y) | GP / trustee / elected manager of Kanko Family Trust (indirect) | |
| Lee, Miriam, Eun Joo | Chief Compliance Officer | Oct 2013 (13y) | Less than 5% | |
| Huang, Zhongyi | Shareholder | Jan 2014 (13y) | ≈ 3.75% – 10% via Amvirence Inc. | |
| Peirce, Heather | Shareholder | May 2016 (10y) | ≈ 7.5% – 25% via Hp Blueskies Holdings Inc. | |
| Israel, Jeffrey, Scott | President, Chief Operating Officer And Managing Director | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sattel Investments Limited | Shareholder | May 2013 | A | 25% – 50% |
| Kakabeka Holdings Inc. | Shareholder | May 2013 | A | 10% – 25% |
| Hp Blueskies Holdings Inc. | Shareholder | May 2016 | A | 10% – 25% |
| Amvirence Inc. | Shareholder | Jan 2014 | A | 5% – 10% |
| Culzean International Inc. | Shareholder | Apr 2024 | A | 5% – 10% |
| Kanko Family Trust | Shareholder | May 2013 | B | ≈ 7.5% – 25% via Kakabeka Holdings Inc. |
| Jenkins Family Trust | Shareholder | May 2013 | B | ≈ 18.75% – 50% via Sattel Investments Limited |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Huang, Zhongyi: 75% – 100% of Amvirence Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Peirce, Heather: 75% – 100% of Hp Blueskies Holdings Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Kanko Family Trust: 75% – 100% of Kakabeka Holdings Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Jenkins Family Trust: 75% – 100% of Sattel Investments Limited × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $147M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Black Creek International Equity Fund, Lp | Other Private Fund | $147M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute | Battelle Memorial Institute | 5,379 | $1.9B | 07/01/2024 |
| Valeo, Inc. Pension Plan | Valeo North America, Inc. | 217 | $330M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/02/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ON TUESDAY, MAY 12, 2015 THE CENTRAL BANK OF IRELAND'S SECURITIES AND MARKETS SUPERVISION DIVISION NOTIFIED BLACK CREEK THAT IT FAILED TO NOTIFY AN ISSUER IN A TIMELY FASHION WHEN A PRESCRIBED DISCLOSURE THRESHOLD HAD BEEN CROSSED AS REQUIRED UNDER THE TRANSPARENCY REGULATIONS (DIRECTIVE 2004/109/EC) 2007 AND RULE 7.4 OF THE CENTRAL BANK OF IRELAND'S TRANSPARENCY RULES. THE CENTRAL BANK OF IRELAND HAS NOTIFIED BLACK CREEK THAT IT DOES NOT INTEND TO TAKE ANY FURTHER ACTION AT THIS TIME. Status: Final Sanction Detail: N/A Summary: THE CENTRAL BANK OF IRELAND HAS NOTIFIED BLACK CREEK THAT IT DOES NOT INTEND TO TAKE ANY FURTHER ACTION AT THIS TIME.
Allegations: ON APRIL 8, 2013, THE SWISS FINANCIAL MARKET SUPERVISORY AUTHORITY FINMA FILED A COMPLAINT WITH THE FEDERAL DEPARTMENT OF FINANCE FDF ("FDF"), ALLEGING THAT BLACK CREEK VIOLATED ARTICLE 20 OF THE SWISS FEDERAL ACT ON STOCK EXCHANGES AND SECURITIES TRADING ("SESTA") BY FAILING TO SUBMIT A REQUIRED NOTIFICATION TO THE SIX SWISS EXCHANGE WITHIN FOUR TRADING DAYS OF THE OBLIGATION TO NOTIFY HAVING BEEN CREATED. BLACK CREEK RECEIVED A SANCTION NOTICE FROM THE FDF PURSUANT TO WHICH WE AGREED TO PAY A FINE IN THE AMOUNT OF APPROXIMATELY $3,300. THE FINE AND ASSOCIATED LEGAL FEES WERE PAID IN FULL. IN A DECISION DATED JULY 29, 2013, THE SWISS FEDERAL SUPREME COURT RULED THAT THE LEGAL BASIS OF THE DISCLOSURE OBLIGATION FOR WHICH BLACK CREEK WAS SANCTIONED (ARTICLE 9 PARAGRAPH 2 OF SESTO-FINMA) WAS INVALID DUE TO LACK OF SUFFICIENT LEGAL FOUNDATION. IN LIGHT OF THIS DECISION, WHICH WAS RENDERED BEFORE THE SANCTION WAS ISSUED BY THE FDF, IT IS ARGUABLE THAT BLACK CREEK HAD NO DISCLOSURE OBLIGATION AND THE SANCTION BY THE FDF WAS HENCE UNJUSTIFIED. Status: Final Sanction Detail: FINE PAID ON OR ABOUT NOVEMBER 14, 2013. Summary: MATTER CLOSED ON OR ABOUT NOVEMBER 14, 2013.
Allegations: ON THURSDAY, MARCH 21, 2019, BAFIN, THE GERMAN FEDERAL FINANCIAL SUPERVISORY AUTHORITY, NOTIFIED BLACK CREEK THAT IT FAILED TO NOTIFY BAFIN AND AN ISSUER IN A TIMELY FASHION WHEN A PRESCRIBED DISCLOSURE THRESHOLD HAD BEEN CROSSED AS REQUIRED UNDER SECTION 33 ET SEQ OF THE GERMAN SECURITIES TRADING ACT. BAFIN HAS NOTIFIED BLACK CREEK THAT IT DOES NOT INTEND TO TAKE ANY FURTHER ACTION AT THIS TIME. Status: Final Sanction Detail: N/A Summary: BAFIN HAS NOTIFIED BLACK CREEK THAT IT DOES NOT INTEND TO TAKE ANY FURTHER ACTION AT THIS TIME.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- J.P. Morgan $379M (3% of AUM) Jan 2022
- Cibc Mellon Trust Company $277M (4% of AUM) Jan 2026
- State Street $270M (3% of AUM) Jan 2025
- BNY Mellon $197M (3% of AUM) Jan 2025
- Fidelity Management Trust Company $182M (3% of AUM) Jan 2026
- RBC $159M (2% of AUM) Jan 2026
- Northern Trust $128M (2% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 02, 2026.
View current Form ADV (SEC/IAPD) ↗