Blue Creek Investment Partners, LLC is a large advisory firm based in Huntsville. It manages $1.42 billion of regulatory assets for 1,722 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Arizona, Colorado, and 15 other states.
Blue Creek Investment Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blue Creek Investment Partners, LLC is $1.42 billion. The firm's AUM has grown by 2028% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Blue Creek Investment Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Carl Mayes has been acting as President since 1 Jul 2003. Alan Lee Bagwell joined the executive team most recently as the Chief Operating Officer.
The principal office where Blue Creek Investment Partners, LLC performs its advisory services is located at 100 Church Street, Huntsville, AL 35801, which is also the mailing address of the firm. An additional office of the firm is in Leawood, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 256-704-0505 or by fax 256-704-5110. The normal business hours are 8:30 to 4:30 on Monday - Friday.