Legal & Terms of Use

Creation Investments regulatory assets under management as of December 31, 2024. Employee data as of February 1, 2025.

Creation Investments requested impact metrics from all of its portfolio companies, including both existing investments and investments exited between June 30, 2023 and March 31, 2024, as of March 31, 2024, and received responses from 97% of them. The impact metrics in this report are as of March 31, 2024, except for two portfolio companies, which only had data as of June 30, 2024, available at the time of the request. For additional information on Creation Investments’ impact reporting process, please contact investor.relations@creationinvestments.com.

Please read the following Important Legal Information and Terms of Use prior to using this web site (the “Site”). By using or otherwise accessing this Site you agree to the terms, conditions, policies and restrictions governing the use of this Site, which thus constitute a legal agreement between you and Creation Investments Capital Management, LLC (“Creation” or “Creation Investments”) and any affiliates.

Creation Investments may change, suspend, or discontinue any aspect of the Site at any time, including the availability of any Site feature, database, or content. Your continued use of the Site following the posting of any changes to the Terms of Use constitutes acceptance of those changes. Unless the context otherwise makes clear, all references to “Creation Investments” in this Site refer to Creation Investments Capital Management, LLC and its affiliates.

You must abide by any and all terms of use and policies posted on the Site.

Who we are

Creation Investments Capital Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission (“SEC”). Our website address is: https://creationinvestments.com.

No Offer to Sell or Solicitation of an Offer to Buy; No Investment Advice.

The information provided on this Site is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, funds, or commodities, or investment advice or services, relating to securities, funds, or commodities, or a representation that any security, fund, or commodity is a suitable or appropriate investment for any person. You are advised to give independent consideration to, and conduct independent investigation with regards to, this information and to obtain investment advice from your financial, legal and tax advisors. You should assume all information is written and prepared for large and experienced institutional investors with the highest degree of financial sophistication and knowledge and the capacity to withstand and assess any financial losses. Further, the use of the information provided herein is at the reader’s risk, expressly purports an obligation of due diligence and is strictly intended for informational purposes and should not be construed as a solicitation or general advertisement by Creation Investments.

Information about investing in Creation Investments’ funds is only available in the form of private placement memoranda and other offering documents. These documents contain information to help investors evaluate Creation Investments fund’s investment objectives, risks, fees and expenses among other factors, before considering an investment. Further information about Creation Investments is also available in Form ADV Part 2, filed with the SEC.

Past performance is no guarantee of future results and no representation is made that an investor will or is likely to achieve results that are similar to those of Creation Investments previous funds.

Disclosures

Hedge funds, private equity and other alternative investments involve a high degree of risk and can be illiquid due to restrictions on transfer and lack of a secondary trading market. They can be highly leveraged, speculative and volatile, and an investor could lose all or a substantial amount of an investment. Alternative investments may lack transparency as to share price, valuation and portfolio holdings. Complex tax structures often result in delayed tax reporting. Compared to mutual funds, hedge funds, private equity and other alternative investments are subject to less regulation and often charge higher fees. Alternative investment managers typically exercise broad investment discretion and may apply similar strategies across multiple investment vehicles, resulting in less diversification. Trading may occur outside the United States which may pose greater risks than trading on U.S. exchanges and in U.S. markets. Alternative Investments generally are offered through private placements of securities which are unregistered private placements and are available only to those investors who meet certain eligibility criteria. The above summary is not a complete list of the risks and other important disclosures involved in investing in alternative investments and is subject to the more complete disclosures contained in a particular fund’s confidential offering documents, which must be reviewed carefully.

Miscellaneous

These Terms of Use shall be governed by and construed in accordance with the laws of the State of Illinois without regard to such state’s rules regarding conflicts of laws. By accessing this Site, you agree that courts located in Illinois shall have exclusive jurisdiction over all claims and actions arising out of or relating to these Terms of Use and/or your use of this Site, and you further agree and submit to the exercise of personal jurisdiction of such courts and consent to extra-territorial service of process for the purpose of litigating any such claim or action.

Email Disclosures

Generally, this communication is for informational purposes only and it is not intended as an offer or solicitation with respect to the purchase or sale of any offering, security or financial instrument, or as an official confirmation of any transaction. All data, market prices, and other information are not warranted as to completeness or accuracy and are subject to change without notice. Any comments or statements made herein do not necessarily reflect those of Creation Investments Capital Management, LLC and any subsidiaries or affiliates.

This transmission may contain information that is privileged, confidential, legally privileged, and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. Although this transmission and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Creation Investments, its subsidiaries and affiliates, as applicable, for any loss or damage arising in any way from its use. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format.

Important Security Notice: Beware of Fraudulent Activity

Creation has become aware of instances in which unauthorized third parties have created fraudulent websites, advertisements, or social media accounts misrepresenting an affiliation with Creation. These fraudulent activities may include the misuse of our name, logo, or the unauthorized use of employee names and likenesses to deceive prospective investors. These actions are entirely unaffiliated with Creation and constitute a serious misrepresentation.

To help combat fraudulent activity, please review the following guidance:

  • Authorized Communications: The only legitimate sources of information about Creation, its offerings, and personnel are our official website and verified social media accounts. We do not authorize third-party websites or individuals to represent us unless expressly stated in writing.

  • Verification of Authenticity: Prior to engaging with any materials or individuals purporting to represent Creation, please conduct appropriate due diligence. Carefully review URLs, domain names, and contact information for accuracy. If in doubt, contact us directly through official channels.

  • No Unsolicited Solicitations: Creation does not request sensitive personal or financial information, nor do we solicit funds, through unsolicited emails, advertisements, or unverified websites. Any such solicitation should be presumed fraudulent unless verified directly with our firm.

  • Reporting Suspicious Activity: If you encounter any suspicious communications or online materials purporting to be affiliated with Creation, we strongly encourage you to report them immediately to investor.relations@creationinvestments.com. Your report helps us take appropriate action and protect others.

Any engagement or communication with fraudulent websites, social media accounts, or individuals purporting to represent Creation is undertaken at your own risk. Creation, its affiliates, partners, and employees expressly disclaim all liability for any loss, damage, or harm resulting from such interactions. We make no representations or warranties, express or implied, regarding the accuracy, authenticity, or legitimacy of any third-party content not directly controlled or issued by Creation.