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, SEC-registered investment adviser (registered in 2018) that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management across client types, including separate management for individuals, pooled investment vehicles, and businesses or institutions. Additional advisory activities listed on its filings include selecting other advisers and running educational seminars and workshops. Fee arrangements include a percentage-of-AUM component, hourly charges, and the use of performance-based fees. The firm does not identify as an active ESG investor. Mission Creek was recognized on FA Magazine’s Top RIA Firms list in 2020.