Mica Creek Capital Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 325642
· SEC file 801-133845
· Steamboat Springs, CO
· www.linkedin.com
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ADV data as of Jun 18, 2026
- Regulatory AUM
- $301M
- Discretionary
- $180M
- Clients
- 4
- Avg AUM / client
- $75.1M
- Accounts
- 4
- Employees
- 4
AUM over time
$170M
$301M
Jun 2025
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $48.5M | 16.1% |
| Corporations and other businesses | 3 | $252M | 83.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Patrick Mclarney | Registered representative | Jan 2025 (2y) | ||
| Felipe Roberto Guzman | Registered representative | Dec 2025 (1y) | ||
| Edwin James Schermerhorn | Registered representative | Jan 2026 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.22 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 individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Umb Bank $182M (60% of AUM) Jun 2026
- Umb Bank N/A Mo $182M (60% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗