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Building 2MISSION CREEK CAPITAL PARTNERS, INC.

Map pinSAN FRANCISCO, CA
Phone415-363-0400
NotebookSEC #801-112835
Total AUM
$741.6M
Employees
14
Clients
525

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 MISSION STREET, SUITE 1750
SAN FRANCISCO
CA 94105
United States
Operating Hours
6:30AM TO 4:30PM
Monday - Friday
Phone
415-363-0400
Other Offices
1

ReceiptFinancials

Total AUM
$741.6M
Accounts
1,416
Discretionary
$741.6M
Accounts
1,416
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
175
AUM
$40.4M
HNW Individual Clients
324
AUM
$661.1M
Pooled Vehicle Clients
2
AUM
$2.7M
Pension/Profit Sharing Plan Clients
6
AUM
$8.5M
Charitable Organization Clients
7
AUM
$5.1M
Government Entity Clients
1
AUM
$5.4M
Investment Advisor Clients
5
AUM
$13M
Corporation or Business Clients
5
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLHIIDILMAMTNCNENHNVNYORPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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