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Bolin Creek Wealth Advisors LLC
BOLIN CREEK WEALTH ADVISORS LLC is an SEC-registered investment adviser in CHAPEL HILL, NC. The firm manages approximately $24 million in regulatory assets.
Bolin Creek Wealth Advisors LLC
BOLIN CREEK WEALTH ADVISORS LLC is an SEC-registered investment adviser in CHAPEL HILL, NC. The firm manages approximately $24 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Chapel Hill
Corporate office
Chapel Hill, NC, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Bolin Creek Wealth Advisors?
Specific principals are not publicly named on the firm's website or in public records. The firm is registered with the SEC as an RIA, and its Form ADV would list key personnel, but that document is not publicly cited in available sources.
Is Bolin Creek structured as a single family office or a multi-family office?
The firm presents as a multi-family office and RIA, serving multiple families rather than one founding family. This structure allows it to pool resources and offer consolidated services to a client base.
Does Bolin Creek participate in fund commitments or only direct deals?
As an RIA, Bolin Creek likely engages in fund commitments and separately managed accounts rather than direct private company deals. Its focus is on traditional wealth management, not direct venture or private equity investments.
What investment stages does Bolin Creek typically target?
The firm's advisory model suggests a focus on liquid asset classes and long-term wealth preservation, not early-stage or growth-stage direct investing. Clients may hold alternative assets through funds, but the firm does not target specific venture stages.
Where does the underlying wealth come from for Bolin Creek's clients?
Client wealth origin is not publicly disclosed, but Chapel Hill's proximity to Research Triangle Park suggests potential concentration in technology, academia, and professional services family wealth.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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