9AT: PEARSON CREEK CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 04/01/2015
Other registrations (2)	Illinois, Terminated, 04/01/2015 Missouri, Cancelled, 06/10/2014
ADV Location	CHICAGO, IL, United States
Contact Info	(31 xxxxxxx
Websites

AUM^*	284,808,278 27%
of that, discretionary	284,808,278 27%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	3,095,742 -13%
% High Net Worth	84.00% 100%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PACIFIC INCOME ADVISERS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds-
Adviser RUSSELL INVESTMENTS	Hedge Fund-	Liquidity Fund1.7b	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.7b	AUM68.6b	#Funds1
Adviser POTOMAC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.3b	#Funds-
Adviser SSI INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.6b	#Funds-
Adviser MEEDER ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.3b	#Funds-
Adviser CROSSMARK WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser ABBIT MANAGEMENT CORP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM252.3m	#Funds-
Adviser SAGE ADVISORY SERVICES LTD CO	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM28.4b	#Funds-
Adviser FLEXIBLE PLAN INVESTMENTS LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser STEELOAKS INVESTMENT ADVISERS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM131.0m	#Funds-

Brochure Summary

Overview

Pearson Creek Capital Management LLC is a fee-only registered investment advisor that serves as a fiduciary to its clients. The firm was formed in 2011 under the laws of the State of Illinois. The sole owner of the firm is Karl Benjamin Ruff (Ben). As of March 2024, the firm had $225 million under management. Pearson Creek is an SEC registered investment advisor. Pearson Creek provides investment management services to individuals and institutions. The firm values client education, transparency and trust. It is the goal of Pearson Creek to design and implement realistic, disciplined, long term investment plans for its clients. The firm engages in security and fund selection within an asset allocation framework. Pearson Creek seeks to work with each of its clients to develop an investment plan that reflects the client’s return objectives, cash needs, investment time horizon, and tolerance for

risk. Client imposed restrictions and requirements are specified in the investment plan and adhered to by Pearson Creek. Because Pearson Creek is focused on achieving long-term investment returns, disappointing returns over short periods of time are not a determining factor in Pearson Creek’s decision to revise an investment portfolio or recommendation. It is Pearson Creek’s position that asset allocation is both an important risk mitigation tool and a key determinant of long-term investment success. Commitments to asset allocation ranges are generally maintained through a disciplined rebalancing program, taking into account trading costs and tax implications. As part of its commitment to transparency and objectivity, Pearson Creek does not accept compensation for the sale of any securities or other investment products. Pearson Creek does not participate in wrap fee programs.

PEARSON CREEK CAPITAL MANAGEMENT LLC

PEARSON CREEK CAPITAL MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PEARSON CREEK CAPITAL MANAGEMENT LLC PEARSON CREEK CAPITAL MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PEARSON CREEK CAPITAL MANAGEMENT LLC

PEARSON CREEK CAPITAL MANAGEMENT LLC