Investment adviser · CRD 125401

CREEKSIDE PARTNERS

Investment adviser filing (IA)

CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC

PETALUMA, CA, United States · Form ADV filed Mar 12, 2026

Regulatory AUM
$553M
Form ADV · Item 5.F
Client accounts
819
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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
High-net-worth individuals147$476,118,88186.0%
Individuals127$47,336,5348.6%
Retirement plansFewer than 5$14,961,9182.7%
Corporations & businessesFewer than 5$14,447,0762.6%
CharitiesFewer than 5$523,6350.1%
Filing source

Form ADV 2069703 · Mar 12, 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

1 Private fund

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

INDEPENDENT RETURN FUND LPOther Private Fund · Last reported Apr 7, 2015$2.4MGross asset value
Fund administrator BUSINESS BASICS, INC. SAN RAFAEL, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian CHARLES SCHWAB SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-9215396955
Reported beneficial owners
12
Minimum commitment
$50K

Form ADV 905903 · Apr 7, 2015 · 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 12, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

775 BAYWOOD DRIVE, SUITE 306
PETALUMA, CA, 94954, United States

CRD 125401

Filing source

Form ADV 2069703 · Mar 12, 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.