WILLOW CREEK CAPITAL MANAGEMENT, INC.

Overview

Willow Creek Capital Management, Inc. is an individually owned SEC-registered investment advisory firm that provides portfolio management for individuals and small businesses and offers pension consulting services. The firm reports registration with the SEC in 2025 and charges clients on a percentage-of-AUM basis. Its client base includes both individual and family investors as well as institutional clients. Willow Creek identifies itself as an active ESG investor, which suggests environmental, social, and governance factors play a role in its investment selection and monitoring. The firm does not operate as a capital allocator; its business model centers on discretionary portfolio management (with a portion of assets managed non‑discretionarily) rather than running third-party fund platforms. It is not classified under a specialty niche in the available data and is not a multistate adviser.

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