Creation Investments Capital Management, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 17
- Avg AUM / client
- $94.4M
- Accounts
- 17
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $1.6B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Creation Investments Social Ventures Fund Iv, Lp | Private Equity Fund | Delaware | $1.1B | 160 |
| Creation Investments Social Ventures Fund V, Lp | Private Equity Fund | Delaware | $275M | 234 |
| Creation Investments Social Ventures Fund Iii, Lp | Private Equity Fund | Delaware | $162M | 132 |
| Creation Investments Social Ventures Fund Ii, Lp | Private Equity Fund | Delaware | $27.8M | 106 |
| Creation Impact Credit Fund (India), Lp | Other Private Fund | Delaware | $23.2M | 42 |
| Creation Investments Social Ventures Fund I | Private Equity Fund | Delaware | $13.1M | 75 |
| Creation Impact Credit Fund (India) Ii, Lp | Other Private Fund | Delaware | $5.2M | 6 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Birney Musso | Member | May 2018 (8y) | Less than 5% | |
| Brown, Steven, R. | Trustee | May 2018 (8y) | ≈ 0% – 5% via Steven R Brown Revocable Trust | |
| Code, Andrew, W. | General Partner | May 2018 (8y) | ≈ 0% – 2.5% via The Code Family Partnership, L.P. | |
| Musso, J., Zachary | Member | May 2018 (8y) | Less than 5% | |
| Wuellner, Sarah | Trustee | May 2018 (8y) | ≈ 0% – 5% via Sarah A Wuellner Trust | |
| Wagner, Bryan, Theodore | Partner | Aug 2019 (7y) | 10% – 25% | |
| Day, John, Tyler | Partner | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fisher, Patrick Thomas | Managing Member, Founder, Managing Partner, Chief Compliance Officer | Aug 2008 | A | 50% – 75% |
| Kudu Investment Us Llc | Member | Mar 2020 | A | 10% – 25% |
| Sarah A Wuellner Trust | Member | May 2018 | A | Less than 5% |
| Steven R Brown Revocable Trust | Member | May 2018 | A | Less than 5% |
| The Code Family Partnership, L.P. | Member | May 2018 | A | Less than 5% |
| Kudu Investment Holdings, Llc | Managing Member | Nov 2019 | B | ≈ 7.5% – 25% via Kudu Investment Us Llc |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brown, Steven, R.: 75% – 100% of Steven R Brown Revocable Trust × 0% – 5% direct ≈ 0% – 5% of the firm
- Code, Andrew, W.: 25% – 50% of The Code Family Partnership, L.P. × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Wuellner, Sarah: 75% – 100% of Sarah A Wuellner Trust × 0% – 5% direct ≈ 0% – 5% of the firm
- Kudu Investment Holdings, Llc: 75% – 100% of Kudu Investment Us Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Creation Investments Social Ventures Fund Iv, Lp | Private Equity Fund | $1.1B | $20.0K | 160 |
| Creation Investments Social Ventures Fund V, Lp | Private Equity Fund | $275M | $25.0K | 234 |
| Creation Investments Social Ventures Fund Iii, Lp | Private Equity Fund | $162M | $25.0K | 132 |
| Creation Investments Social Ventures Fund Ii, Lp | Private Equity Fund | $27.8M | $25.0K | 106 |
| Creation Impact Credit Fund (India), Lp | Other Private Fund | $23.2M | $10.0K | 42 |
| Creation Investments Social Ventures Fund I | Private Equity Fund | $13.1M | $50.0K | 75 |
| Creation Impact Credit Fund (India) Ii, Lp | Other Private Fund | $5.2M | $100K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗