# CREO Capital: portfolio, investments and team

> CREO Capital is a wealth manager based in Costa Rica. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/creo-capital (Millionrounds; every figure on the page links to its filing or article)

Costa Rica · [Investor](https://millionrounds.com/investors)

# CREO Capital

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Email

Wealth manager Unknown Last fund $274M, Sept 2021

Real_estate Hospitality Residential

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Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Pitch CREO Capital

## What they do

> An institutional-grade real-asset partner to global family offices, anchored in Costa Rica and Mexico with selective U.S. and Iberian Peninsula co-investment access. From their own website

- **Type:** Wealth manager
- **Cheque size:** Not stated
- **Sectors:** Real_estate Hospitality Residential
- **Based in:** San Rafael, Costa Rica
- **Cold pitches:** Not stated

## The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. [Know a round it was in? Tell us](https://millionrounds.com/corrections?slug=creo-capital).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **4 named**

BM **Brent M. Shapiro** Executive Officer i Filing they signed

GM **Gregory M. Bortz** Executive Officer i Filing they signed

PM **Patrick Moulder** Executive Officer i Filing they signed

RW **Rob W. Holland** Executive Officer, Promoter i Filing they signed

We also hold **4** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

Latest fund on file

**$274M**

raised in Sept 2021

From its SEC filing. Nothing newer is on file yet.

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## Quick answers about CREO Capital

### What does CREO Capital invest in?

CREO Capital says it invests in Real_estate, Hospitality and Residential.

### Is CREO Capital investing now?

No investments in the last 12 months.

### What kind of investor is CREO Capital?

CREO Capital is a wealth manager based in San Rafael, Costa Rica.

### Has CREO Capital raised a new fund?

Its latest fund filing with the SEC was in Sept 2021, reporting $274M raised.

### When was CREO Capital founded?

CREO Capital was founded in 2020.

### Where does this information on CREO Capital come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=creo-capital) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=creo-capital)