SourcingSourcing

MICA CREEK CAPITAL LLC

C45
CRD 325642·SEC 801-133845·STEAMBOAT SPRINGS, CO
AUM
$173.2M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$520K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MICA CREEK CAPITAL LLC
CRD
325642
SEC file #
801-133845
EIN
—
DBA names
—

Economics

AUM
$173.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$169.8M → $173.2M▲ +2%
Client mix
Pooled Investment Vehicles2
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
STEAMBOAT SPRINGS CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/mica-creek-capital/mycompany(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCLARNEY, MICHAEL, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCLARNEY, MICHAEL, PATRICK
CRUMP ENERGY HOLDINGS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3628
Soi Zip Pct 200k Plus
0.1767
Soi Zip Returns 200k Plus
1,120
Soi Zip Total AGI
1,007,369
Fdic Zip Total Deposits
12,875,396,000
Fdic Zip Branch Count
160
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Alpine Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Interactive Brokers1
Fdic Zip Branches Raw
Vectra Bank Colorado, National AssociationSteamboat Springs, CO
Alpine BankSteamboat Springs, CO
Fdic Zip HHI
2381.39
Fdic Zip Top Bank Share Pct
42.64
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,267
Returns1,390
Stub 2
AGI46,088
Returns1,220
Stub 3
AGI55,072
Returns900
Soi Zip Total Business Income
45,633
Soi Zip Total Cap Gains
171,696
Soi Zip Total Dividends
86,157
Soi Zip Total Returns
6,340
Top Owner CRD
5800673
Trust Company Affiliate
No

People (3)

3
MCLARNEY, MICHAEL, PATRICK
IAR · Direct Owner · 87.5%
5800673
Felipe Roberto Guzman
IAR
8199202
Edwin James Schermerhorn
IAR
7984932