Investment adviser · CRD 309116
JACKSON CREEK INVESTMENT ADVISORS LLC
Investment adviser filing (IA)
CASTLE ROCK, CO, United States · Form ADV filed Mar 2, 2026
- Regulatory AUM
- $349M Form ADV · Item 5.F
- Client accounts
- 57 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $212,822,822 | 61.0% |
| Government entities | Fewer than 5 | $58,658,429 | 16.8% |
| High-net-worth individuals | 20 | $50,353,762 | 14.4% |
| Charities | Fewer than 5 | $16,564,850 | 4.7% |
| Corporations & businesses | Fewer than 5 | $10,559,934 | 3.0% |
Filing source
Form ADV 2049761 · Mar 2, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
115 WILCOX STREET, SUITE 220CASTLE ROCK, CO, 80104, United States
CRD 309116
Filing source
Form ADV 2049761 · Mar 2, 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.