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Scott Creek Capital Management, LLC (Clackamas)


Scott Creek Capital Management, LLC is an adviser based in Clackamas. It manages $1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

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Scott Creek Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scott Creek Capital Management: assets under management

The assets under management (AUM) of Scott Creek Capital Management, LLC is $1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scott Creek Capital Management, LLC for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Lawrence Shafer Trustee 1 Apr 1994 Other 5219741
Aurelio Enrique Fernandez Trustee 1 Apr 2000 Other 5219649
Berta Teresita Fernandez Trustee 1 Apr 2000 Other 5219652
Timothy Melvin Lindenfelser Trustee 1 Apr 2001 Other 5219659
Brian Martin Wirkkala Member 1 Aug 2006 50% - 75% 5220534
Bradley Brian Wirkkala Member 1 Aug 2006 50% - 75% 5220535

Based in Clackamas

The principal office where Scott Creek Capital Management, LLC performs its advisory services is located at 10365 Se Sunnyside Road, Clackamas, OR 97015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-487-0001. The normal business hours are 7:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.scottcreekcapital.com.


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