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Springcreek Advisors
Springcreek Advisors operates as a multi-family office from Sonoma. Perez has served as CEO and CIO. The firm works with families on investment oversight,...
Springcreek Advisors
Springcreek Advisors operates as a multi-family office from Sonoma. Perez has served as CEO and CIO. The firm works with families on investment oversight, estate planning, and intergenerational transfers. Investment activity centers on fund-of-funds commitments, philanthropic vehicles, and private equity. Sector exposure includes healthcare services, climate technology, and energy transition. Geographic reach stays within North America. Confirmed relationships include work on the Ninety-Four Ten affordable housing project in Cleveland with NREUV & Affiliates and Sullivan Land Services Co. Team size and total deployment remain undisclosed. Additional offices are not reported. Philanthropic vehicles tied to the firm include The Springcreek Foundation, which co-underwrote the Solutions for Impact Investors report in 2009 alongside several other foundations. Board member Kjartan Jansen maintains active roles in the Purposeful Planning Institute and Family Firm Institute. These affiliations support advisory work on family business and wealth psychology through Graddha.
General information
Firm type
Multi Family Office
Year founded
1994
Location
Region
North America
Country
United States
City
Sonoma
Corporate office
Sonoma, United States
Principals
Perez
CEO & CIO
Margaret Ann Garrett
Member / Principal
Kjartan Jansen
Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Springcreek Advisors?
Perez holds the roles of CEO and CIO. Margaret Ann Garrett is listed as a member and principal in corporate filings.
Does Springcreek Advisors participate in fund commitments or only direct deals?
The firm engages in fund-of-funds activity alongside philanthropic and mission-related investing.
How is Springcreek Advisors related to Sonen Capital LLC?
Raúl Pomares, a former managing director at Springcreek Advisors, co-founded Sonen Capital.
What investment stages does Springcreek Advisors typically target?
Activity spans private equity and impact-oriented vehicles without specified stage restrictions in available records.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
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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