PORTOLA CREEK CAPITAL
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 288119
- Website
- www.portolacreek.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Portola Creek Capital is an independent, owner-operated RIA organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. It acts as a capital allocator and sponsors or manages pooled investment vehicles, indicating it both places client capital with third-party managers and runs its own private investment structures. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities55%
- Exchange Traded Equities15%
- Cash & Cash Equivalents15%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1TODD WILSON
Founder & CEOCRD 1838670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 80 Willow Rd
- Time zone
- PT (UTC-8)
- Office locations
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