Mission Creek Capital Partners, Inc. (San Francisco)

Name: Mission Creek Capital Partners, Inc.
Address: 101 Mission Street, Suite 850, San Francisco, CA, 94105
Telephone: 415-363-0400

Mission Creek Capital Partners, Inc. is a large advisory firm based in San Francisco. It manages $214.23 million of regulatory assets for 464 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Hawaii, Louisiana, and 3 other states.

Mission Creek Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mission Creek Capital Partners: assets under management

The assets under management (AUM) of Mission Creek Capital Partners, Inc. is $214.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 57% since the beginning of its operation, and $10.82 million of the total AUM is attributable to clients outside of the United States.

The firm manages $214.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $461.7 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 71% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in investment and business development companies form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mission Creek Capital Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mission Creek Capital Partners serves?

The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Mission Creek Capital Partners is high net worth individuals with 96 clients and $144.23 million of assets under management. Among the 9 most similar advisory firms, Mission Creek Capital Partners has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $178.77 million for 146 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Mission Creek Capital Partners doesn't advise any private funds.

Careers at Mission Creek Capital Partners, Inc.

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Spartaco Gehring	Managing director & chief compliance officer	1 Dec 2012	Other	2552056
Henri W. Moudi	Managing director	1 Dec 2012	75% - 100%	2663326
Ian Thomas Fraley	Managing director	1 Jan 2014	Other	4506568

Based in San Francisco

The principal office where Mission Creek Capital Partners, Inc. performs its advisory services is located at 101 Mission Street, Suite 850, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-363-0400 or by fax 415-480-6686. The normal business hours are 6:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at missioncreekcap.com.