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MISSION CREEK CAPITAL PARTNERS, INC.
CRD 151514File 801-112835
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.