SAND CREEK CAPITAL, LLC

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UUID788b5031-0996-552c-a872-5bb88c63a770

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	326719	326719	—	1.0
sec_file_number	801-128135	801-128135	—	—

Profile

Websitehttps://www.sandcreekcap.com/

HQ CityREXBURG

HQ StateID

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

CORDINGLEY & PARKINSON WEALTH MANAGEMENT adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)193,032,805.0
RAUM (discretionary)159,148,319.0
Actionable assets171,237,077.0
Accounts638.0

Institutional Clients

Government AUM33,884,486.0
Pension AUM11,095,215.0
Charitable AUM45,473.0
HNW AUM118,963,513.0

As of 2025-07-10 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
PARKINSON, ROBERT, GARRY	OWNER	OFFICER	—	{"filing_id": "2013682", "owner_id": "1504112", "source": "adv_part1", "table": "Schedule_A_B"}
PARKINSON, TRACEY, D	OWNER	OFFICER	—	{"filing_id": "2013682", "owner_id": "8125591", "source": "adv_part1", "table": "Schedule_A_B"}
MILLER, HOLLY, BULLOCK	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2013682", "owner_id": "7210615", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

PARKINSON, ROBERT, GARRY

OWNER

OFFICER

—

{"filing_id": "2013682", "owner_id": "1504112", "source": "adv_part1", "table": "Schedule_A_B"}

PARKINSON, TRACEY, D

OWNER

OFFICER

—

{"filing_id": "2013682", "owner_id": "8125591", "source": "adv_part1", "table": "Schedule_A_B"}

MILLER, HOLLY, BULLOCK

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2013682", "owner_id": "7210615", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/05/2025 02:50:30 PM",
  "filing_id": "2013682",
  "reg_type": "IA"
}
```

SAND CREEK CAPITAL, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1