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PORTOLA CREEK CAPITAL
GROWTH CAPITAL STRATEGIES, LLC
CRD 288119 · SEC 801-110284
80 WILLOW ROAD, MENLO PARK, CA, 94025, United States
Phone
415-634-0766
Fax
415-520-0749
Registration
— (—)
Source
State registered
Total AUM
$188.9M
Discretionary AUM
$88.9M
Team
1 total employees; 1 advisory reps; 22 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $188.9M |
All web addresses on file
Official SEC filing: View on IAPD