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Charles Rich Smart

Cross Creek Advisors, LLC

Salt Lake City, UT

CRD 5933746

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Employer firm

Cross Creek Advisors, LLC CRD 165803

$1.35B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cross Creek Advisors, Llc

505 Wakara Way Suite 215, Salt Lake City, UT 84108 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-10-16
  • UT RA
    APPROVED
    Since 2017-10-16

Branch Locations

505 Wakara Way Suite 215, Salt Lake City, UT 84108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Digicert Lehi UT 04/2015 04/2017
Cross Creek Advisors, Llc Salt Lake City UT 04/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-13
S63 Uniform Securities Agent State Law Examination 2011-09-08
  • S65 Uniform Investment Adviser Law Examination
    2017-10-13
  • S63 Uniform Securities Agent State Law Examination
    2011-09-08
Other Names
  • Charles Smart

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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