Elk Creek Partners, LLC

Elk Creek Partners, LLC (CRD# 157499) is a financial advisory firm headquartered in Denver, CO. They manage $1,439,541,878 in 43 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,440
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $33,477,718
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, LA, TX

Financial Advisors at Elk Creek Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joshua Freedman
CRD#: 2364183
44 Cook Street, Suite 705, Denver, CO 80206
96
Wealthminder
score

Joshua Freedman (CRD# 2364183) is an Investment Advisor Representative working at Elk Creek Partners, LLC in Denver, CO and has over 22 years of experience in the finance industry.

2
Lawrence Marx
CRD#: 2369387
44 Cook Street, Suite 705, Denver, CO 80206
96
Wealthminder
score

Lawrence Marx (CRD# 2369387) is an Investment Advisor Representative working at Elk Creek Partners, LLC in Denver, CO and has over 22 years of experience in the finance industry.

3
Sean W. McGinnis
CRD#: 3120238
44 Cook Street, Suite 705, Denver, CO 80206
96
Wealthminder
score

Sean McGinnis (CRD# 3120238) is an Investment Advisor Representative working at Elk Creek Partners, LLC in Denver, CO and has over 18 years of experience in the finance industry.

4
Jerome C. Philpott
CRD#: 1885960
44 Cook Street, Suite 705, Denver, CO 80206
96
Wealthminder
score

Jerome Philpott (CRD# 1885960) is an Investment Advisor Representative working at Elk Creek Partners, LLC in Denver, CO and has over 26 years of experience in the finance industry.

5
David L. Hand
CRD#: 4573452
44 Cook Street, Suite 705, Denver, CO 80206
90
Wealthminder
score

David Hand (CRD# 4573452) is an Investment Advisor Representative working at Elk Creek Partners, LLC in Denver, CO and has 1 year of experience in the finance industry.

6
Hiren R. Patel
CRD#: 4607738
44 Cook Street, Suite 705, Denver, CO 80206
90
Wealthminder
score

Hiren Patel (CRD# 4607738) is an Investment Advisor Representative working at Elk Creek Partners, LLC in Denver, CO and has over 4 years of experience in the finance industry.

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