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 23 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 23 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 19 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 27 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 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.