Creedon, Keller & Partners, Inc. (Sausalito)

Creedon, Keller & Partners, Inc. is a large advisory firm based in Sausalito. It manages $234.67 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Nevada, and New York.

Creedon, Keller & Partners provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Creedon, Keller & Partners: assets under management

The assets under management (AUM) of Creedon, Keller & Partners, Inc. is $234.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $234.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Creedon, Keller & Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Creedon, Keller & Partners, Inc.

Scott Channing Creedon has been acting as President since 1 Mar 2005. Eric Andrew Severance joined the executive team most recently as the Cfo, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Channing Creedon	President	1 Feb 1997	75% - 100%	2272915
Christopher John Keller	Senior managing director, head of trading group	1 Feb 1998	Other	1302036
David Craig Goldstein	Coo, cfo, head of operations and administration	1 Feb 2000	Other	1670828
Paul Charles Giordano	Senior research analyst	1 Nov 2000	Other	1709723
Kevin Vincent Crouchley	Managing director	1 Apr 2001	Other	1883597
Patrick Louis Amestoy	Managing director	1 Jan 2002	Other	2444317
Scott Channing Creedon	Ceo/cio	1 Nov 2002	75% - 100%	2272915
Paul Charles Giordano	Managing director, head of portfolio management group	1 Nov 2002	Other	1709723
Kevin Vincent Crouchley	President, head of business development and investor relations	1 Nov 2002	Other	1883597
Brian Markham Cooney	Compliance officer	1 Nov 2002	Other	2414067
Scott Channing Creedon	Ceo/cio - currently suspended	1 Dec 2004	Other	2272915
Christopher John Keller	Acting ceo / senior managing director, head of trading group	1 Dec 2004	Other	1302036
Paul Charles Giordano	Co-cio / managing director, head of portfolio management group	1 Dec 2004	Other	1709723
Kim Creedon	Shareholder	1 Dec 2004	75% - 100%	4897576
Scott Channing Creedon	Director	1 Mar 2005	75% - 100%	2272915
Christopher John Keller	Director, head of trading group	1 Mar 2005	Other	1302036
David Craig Goldstein	Director, ceo, coo, cfo, head of operations and administration	1 Mar 2005	Other	1670828
Paul Charles Giordano	Director, cio, head of portfolio management group	1 Mar 2005	Other	1709723
Kim Creedon	Director	1 Mar 2005	75% - 100%	4897576
Darren J Huber	Cfo	1 Jun 2005	Other	4973265
Paul Charles Giordano	Cio, head of portfolio management group	1 Jun 2005	Other	1709723
Scott Channing Creedon	Director	1 Jun 2005	75% - 100%	2272915
Eric Andrew Severance	Ceo, president	1 Jun 2005	Other	1672422
Eric Andrew Severance	Cfo, chief compliance officer	1 Feb 2006	Other	4973265

Based in Sausalito

The principal office where Creedon, Keller & Partners, Inc. performs its advisory services is located at 123 Second Street, Sausalito, CA 94965, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.