Creo Capital Partners Management Llc
- Regulatory AUM
- $236M
- Discretionary
- $236M
- Clients
- 2
- Avg AUM / client
- $118M
- Accounts
- 2
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $236M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $394M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Creo Capital Partners V A, L.P. | Private Equity Fund | Delaware | $211M | 6 |
| Creo Capital Partners V, L.P. | Private Equity Fund | Delaware | $183M | 9 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Holland, Rob, William | Managing Partner | Jun 2014 (12y) | ≈ 56.25% – 100% via Ropa Holdings, Llc | |
| Westerman, Jameson, Lee | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ropa Holdings, Llc | Owner | Dec 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Holland, Rob, William: 75% – 100% of Ropa Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (2, $394M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Creo Capital Partners V A, L.P. | Private Equity Fund | $211M | $0 | 6 |
| Creo Capital Partners V, L.P. | Private Equity Fund | $183M | $0 | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗