# Springcreek Advisors

Springcreek Advisors is a Multi Family Office based in Sonoma, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sonoma, United States
- **Region:** North America
- **Address:** Sonoma, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** springcreekadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/springcreek-advisors-llc

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services
- ClimateTech
- Energy Transition & Renewables

## People

- Perez — CEO & CIO
- Margaret Ann Garrett — Member / Principal
- Kjartan Jansen — Board Member

## 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.

## Related profiles

- [SpitFire Family Office](https://altss.com/profile/spitfire-family-office)
- [Square 1 Group](https://altss.com/profile/square-1-group)

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Last updated: 2026-06-03T20:00:00.000Z

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