{
  "crd_number": 151514,
  "slug": "mission-creek-capital-partners-inc-san-francisco-ca-151514",
  "primary_business_name": "MISSION CREEK CAPITAL PARTNERS, INC.",
  "legal_name": "MISSION CREEK CAPITAL PARTNERS, INC.",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-16",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 741641312.0,
  "raum_discretionary": 741641312.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5148248.0,
      "count": 7
    },
    "individuals": {
      "raum": 40399069.0,
      "count": 175
    },
    "state_municipal": {
      "raum": 5373533.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 8460422.0,
      "count": 6
    },
    "other_investment_advisers": {
      "raum": 13010032.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 661135218.0,
      "count": 324
    },
    "pooled_investment_vehicles": {
      "raum": 2738074.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 5376716.0,
      "count": 5
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "ID",
    "IL",
    "MA",
    "MT",
    "NC",
    "NE",
    "NH",
    "NV",
    "NY",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/MissionCreekCapitalPartners",
    "https://linkedin.com/company/mission-creek-capital-partners-inc",
    "https://missioncreekcap.com",
    "https://x.com/missioncreekcap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151514",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/mission-creek-capital-partners-inc-san-francisco-ca-151514",
  "display_name": "Mission Creek Capital Partners, Inc.",
  "summary": "Mission Creek Capital Partners, Inc. is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Mission Creek Capital Partners, Inc. (CRD 151514): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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 advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Mission Creek Capital Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mission Creek Capital Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "What does Mission Creek Capital Partners, Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mission Creek Capital Partners, Inc. located?",
      "a": "Mission Creek Capital Partners, Inc.'s principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mission Creek Capital Partners, Inc. registered with the SEC or a state?",
      "a": "Mission Creek Capital Partners, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 151514."
    },
    {
      "q": "How much does Mission Creek Capital Partners, Inc. manage?",
      "a": "Mission Creek Capital Partners, Inc. reports $741,641,312 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mission Creek Capital Partners, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mission Creek Capital Partners, Inc.: Regulatory assets under management: $466,394,226 in the October 2021 data and $741,641,312 in the October 2026 data, up 59%. Total employees: 6 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mission Creek Capital Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (324); individuals (other than high net worth individuals) (175); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Mission Creek Capital Partners, Inc. use?",
      "a": "Mission Creek Capital Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mission Creek Capital Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151514"
    },
    {
      "q": "What changed in Mission Creek Capital Partners, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 10. Regulatory assets under management went from $630,446,566 to $741,641,312 (+18%). Registered or notice-filed in VA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 466394226.0,
      "total_employees": 6,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 493156933.0,
      "total_employees": 11,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 424197900.0,
      "total_employees": 12,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 546970715.0,
      "total_employees": 11,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 630446566.0,
      "total_employees": 12,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 741641312.0,
      "total_employees": 14,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10.",
        "Regulatory assets under management went from $630,446,566 to $741,641,312 (+18%).",
        "Registered or notice-filed in VA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.6% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees typically range from 0.60% to 1.50% annually, depending on the size, complexity, and scope of services provided."
        ]
      }
    ],
    "quotes": [
      "Fees typically range from 0.60% to 1.50% annually, depending on the size, complexity, and scope of services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mission-creek-capital-partners-inc-san-francisco-ca-151514.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 175,
      "fewer_than_5": false,
      "raum": 40399069.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 324,
      "fewer_than_5": false,
      "raum": 661135218.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2738074.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 8460422.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 5148248.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5373533.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 5,
      "fewer_than_5": false,
      "raum": 13010032.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5376716.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151514",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}