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MISSION CREEK CAPITAL PARTNERS, INC.
CRD 151514 · SEC 801-112835
101 MISSION STREET, SUITE 1750, SAN FRANCISCO, CA, 94105, United States
Phone
415-363-0400
Fax
415-480-6686
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$741.6M
Discretionary AUM
$741.6M
Team
14 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $40.4M |
| High net worth individuals | 324 | $661.1M |
| Pooled investment vehicles | 2 | $2.7M |
| Pension/profit sharing plans | 6 | $8.5M |
| Charitable organizations | 7 | $5.1M |
| Other investment advisers | 5 | $13.0M |
| Corporations/business entities | 5 | $5.4M |
States served
AL, AZ, CA, CO, ID, IL, MA, MT, NE, NV, NY, NC, OR, PA, TN, VA, WI, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD