SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mission Creek Capital Partners, Inc.
San Francisco, CA
CRD 151514
Firm filing updated March 30, 2026 ·
- $741.6MAssets
- 10Advisory staff
- 1,416Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Performance-based feesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals324
- Individuals175
- Charities7
- Pension and profit sharing plans6
- Other investment advisors5
- and 2 more7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 175 | $40.4 million |
| High net worth individuals | 324 | $661.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $2.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8.5 million |
| Charitable organizations | 7 | $5.1 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $5.4 million |
| Other investment advisors | 5 | $13.0 million |
| Corporations or other businesses not listed above | 5 | $5.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$741.6 million
- Accounts1,416
- DiscretionaryAll accounts
People
- Employees14
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 151514, SEC file 801-112835.
- Registered with the SEC as an investment advisor (status date on record: April 16, 2018).
Is Mission Creek Capital Partners, Inc. a fiduciary?
Short answer: Mission Creek Capital Partners, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.