SAN FRANCISCO, CACRD 151514Latest ADV March 30, 2026
Mission Creek Capital Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $742M in regulatory assets under management, 14 employees, 1 office, and 1,416 accounts.
Assets Under Management
$742M
Employees
14
Offices
1 office
Total Clients
524
Primary office
SAN FRANCISCO, CA
101 MISSION STREET, SUITE 1750, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 61.8% of total clients.
Top client categories% of clientsClients
1
HNWI
61.8%
324
2
Individuals
33.4%
175
3
Charitable
1.3%
7
4
Pension Plans
1.1%
6
5
Other Advisers
1.0%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$742Mas of March 30, 2026
Discretionary100.0%
$742M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$742M
Total Accounts1,416
10Y AUM Change+$606M (+444.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee37:1
10Y Employee Change+8 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.