Investment adviser · CRD 171581

CREATION INVESTMENTS

Investment adviser filing (IA)

CREATION INVESTMENTS CAPITAL MANAGEMENT, LLC

CHICAGO, IL, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$1.6B
Form ADV · Item 5.F
Client accounts
17
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles17$1,604,086,767100.0%
Filing source

Form ADV 2084390 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

7 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CREATION INVESTMENTS SOCIAL VENTURES FUND IV, LPPrivate Equity Fund · Last reported Mar 30, 2026$803MGross asset value

Form D fundraising filings

CREATION INVESTMENTS SOCIAL VENTURES FUND IV, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian ORBIS FINANCIAL CORPORATION LIMITED GURGAON, India Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

ORBIS FINANCIAL CORPORATION LIMITED
LEI 335800J1ILMSBCCPKE83

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-1684629192
Reported beneficial owners
159
Minimum commitment
$20K
Form D file number
021-306336

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CREATION INVESTMENTS SOCIAL VENTURES FUND V, LPPrivate Equity Fund · Last reported Mar 30, 2026$224MGross asset value

Form D fundraising filings

Creation Investments Social Ventures Fund V, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian ORBIS FINANCIAL CORPORATION LIMITED GURGAON, India Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

ORBIS FINANCIAL CORPORATION LIMITED
LEI 335800J1ILMSBCCPKE83

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-7016582465
Reported beneficial owners
229
Minimum commitment
$25K
Form D file number
021-402791

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CREATION INVESTMENTS SOCIAL VENTURES FUND III, LPPrivate Equity Fund · Last reported Mar 30, 2026$64MGross asset value

Form D fundraising filings

Creation Investments Social Ventures Fund III, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian ICICI BANK LTD. MUMBAI, India Related to adviser: No
Custodian INTELIGO SOCIEDAD AGENTE DE BOLSA S.A. LIMA, Peru Related to adviser: No
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian KALLPA SECURITIES SOCIEDAD AGENTE DE BOLSA LIMA, Peru Related to adviser: No
Custodian ORBIS FINANCIAL CORPORATION LIMITED GURGAON, India Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

ICICI BANK LTD.
LEI R7RX8ER1V4666J8D1I38

INTELIGO SOCIEDAD AGENTE DE BOLSA S.A.
LEI 894500KTUNSMU3H11R53

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

ORBIS FINANCIAL CORPORATION LIMITED
LEI 335800J1ILMSBCCPKE83

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-4222260670
Reported beneficial owners
133
Minimum commitment
$25K
Form D file number
021-243783

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CREATION IMPACT CREDIT FUND (INDIA) II, LPOther Private Fund · Last reported Mar 30, 2026$45.1MGross asset value

Form D fundraising filings

Creation Impact Credit Fund (India) II, LP

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian ICICI BANK LTD. MUMBAI, India Related to adviser: No
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

ICICI BANK LTD.
LEI R7RX8ER1V4666J8D1I38

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-5198358946
Reported beneficial owners
36
Minimum commitment
$100K
Form D file number
021-460735

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CREATION INVESTMENTS SOCIAL VENTURES FUND II, LPPrivate Equity Fund · Last reported Mar 30, 2026$7.32MGross asset value

Form D fundraising filings

CREATION INVESTMENTS SOCIAL VENTURES FUND II, L.P.

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian INTELIGO SOCIEDAD AGENTE DE BOLSA S.A. LIMA, Peru Related to adviser: No
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian KALLPA SECURITIES SOCIEDAD AGENTE DE BOLSA. LIMA, Peru Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

INTELIGO SOCIEDAD AGENTE DE BOLSA S.A.
LEI 894500KTUNSMU3H11R53

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-8827071120
Reported beneficial owners
106
Minimum commitment
$25K
Form D file number
021-179621

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CREATION IMPACT CREDIT FUND (INDIA), LPOther Private Fund · Last reported Mar 30, 2026$6.2MGross asset value

Form D fundraising filings

Creation Impact Credit Fund (India), LP

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian ICICI BANK LTD. MUMBAI, India Related to adviser: No
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

ICICI BANK LTD.
LEI R7RX8ER1V4666J8D1I38

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-3428124262
Reported beneficial owners
41
Minimum commitment
$10K
Form D file number
021-390460

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CREATION INVESTMENTS SOCIAL VENTURES FUND IPrivate Equity Fund · Last reported Mar 30, 2026$4.05MGross asset value

Form D fundraising filings

CREATION INVESTMENTS SOCIAL VENTURES FUND I

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE CHICAGO, Illinois, United States Related to adviser: No
Custodian SILICON VALLEY BANK CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN, PLLC
PCAOB 166

JPMORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-1735134831
Reported beneficial owners
76
Minimum commitment
$50K
Form D file number
021-123857

Form ADV 2084390 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

156 N JEFFERSON STREET SUITE 201
CHICAGO, IL, 60661, United States

CRD 171581

Filing source

Form ADV 2084390 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.