Mission Creek Capital Partners, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$742M

Discretionary

$742M

100% of AUM

Avg account

$524K

Accounts

1,416

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 151514
Registered since: April 16, 2018
Website: missioncreekcap.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI89.14%
Individuals5.45%
Other Investment Advisers1.75%
Pension & Profit Sharing Plans1.14%
State / Municipal Government0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mission Creek Capital Partners, Inc. is an independent registered investment adviser set up as a corporation and first SEC-registered in 2018. The firm serves both individual & family clients and institutional investors, operating as a capital allocator that places client capital with external managers as well as managing portfolios directly. Its advisory capabilities include financial planning, portfolio management for individuals and pooled vehicles, pension consulting, selection of other advisers, and educational workshops. Fee arrangements include percentage-of-AUM billing, hourly charges and performance-based fees. Mission Creek identifies equities as a primary preference and is not classified as an active ESG investor. The firm was included on FA Magazine’s Top RIA Firms list in 2020.