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MISSION CREEK CAPITAL PARTNERS, INC.
CRD 151514File 801-112835
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$741.6M
Above cohort median (national)
Discretionary AUM
$741.6M
Clients
524
1,416 accounts
Employees
14
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 16, 2018
- Principal office
- 101 MISSION STREET, SUITE 1750, SAN FRANCISCO, CA, 94105
- Phone
- 415-363-0400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $741.6M
- Discretionary AUM
- $741.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,416
- Non-discretionary accounts
- 0
- Total accounts
- 1,416
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $5.4M |
| Charitable organizations | 7 | $5.1M |
| Other investment advisers | 5 | $13.0M |
| High net worth individuals | 324 | $661.1M |
| Pooled investment vehicles | 2 | $2.7M |
| Pension and profit sharing plans | 6 | $8.5M |
| State or municipal government entities | Fewer than 5 | $5.4M |
| Individuals (other than high net worth individuals) | 175 | $40.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2026 | Clients | 496 | 524 | increased by28 |
| Apr 1, 2026 | AUM | $630,446,566 | $741,641,312 | increased by$111,194,746 |
| Apr 1, 2026 | Accounts | 1,343 | 1,416 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 307 | 496 | increased by189 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $493,156,933 | $630,446,566 | increased by$137,289,633 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,013 | 1,343 | increased by330 |
| Apr 1, 2022 | Employees | 6 | 11 | increased by5 |
| Apr 1, 2022 | Clients | 304 | 307 | increased by3 |
| Apr 1, 2022 | AUM | $466,394,226 | $493,156,933 | increased by$26,762,707 |
| Apr 1, 2022 | Accounts | 931 | 1,013 | increased by82 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MISSION CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MISSION CREEK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.