SourcingSourcing

CROSS CREEK ADVISORS, LLC

C30
CRD 165803·SEC 801-77391·SALT LAKE CITY, UT
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$32.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROSS CREEK ADVISORS, LLC
CRD
165803
SEC file #
801-77391
EIN
364747209
DBA names
—

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'20'26
$666.9M → $1.35B▲ +102%
Client mix
Pooled Investment Vehicles16

Operations

Employees (total)
20
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
10 advisors → 10 advisors▬ 0%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/cross-creek-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BARKER, KAROLYN, DAWN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BARKER, KAROLYN, DAWN
CHRISTENSON, TYLER, MASON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001911837
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2022-02-18
Edgar Last Filing Date
2023-02-13
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2023-02-13
Accession0001104659-23-019465

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4412
Soi Zip Pct 200k Plus
0.2407
Soi Zip Returns 200k Plus
2,210
Soi Zip Total AGI
1,819,556
Fdic Zip Total Deposits
138,078,965,000
Fdic Zip Branch Count
237
Fdic Zip Top Banks
Goldman Sachs Bank USA
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Morgan Stanley24
E*trade4
Wells Fargo1
Edgar Addresses
Mailing
505 WAKARA WAYSUITE 215SALT LAKE CITY, UT 84108
Business
505 WAKARA WAYSUITE 215SALT LAKE CITY, UT 84108
Edgar EIN
364747209
Edgar Recent Filings
13F-HR2023-02-13 · 0001104659-23-019465
13F-HR2022-11-10 · 0001104659-22-116899
Fdic Zip Branches Raw
Key Bank of UtahSalt Lake City, UT
First Interstate Bank of Utah, National AssociationSalt Lake City, UT
Fdic Zip HHI
7659.81
Fdic Zip Top Bank Share Pct
87.37
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,953
Returns1,910
Stub 2
AGI52,592
Returns1,440
Stub 3
AGI65,357
Returns1,050
Soi Zip Total Business Income
46,529
Soi Zip Total Cap Gains
274,525
Soi Zip Total Dividends
73,684
Soi Zip Total Returns
9,180
Top Owner CRD
2296024
Trust Company Affiliate
No

People (5)

5
BARKER, KAROLYN, DAWN
IAR · Direct Owner · 62.5%
2296024
CHRISTENSON, TYLER, MASON
IAR · Direct Owner · 17.5%
5078035
JARMAN, PETER, OLSON
IAR · Direct Owner · 17.5%
5873626
SMART, CHARLES, RICH
IAR · Direct Owner · 7.5%
5933746
PARK, BILL
Direct Owner · 7.5%
7400774