# Mission Creek Capital Partners, Inc.

> 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.

- CRD: 151514
- Filed as: MISSION CREEK CAPITAL PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151514
- AdvisorCensus page: https://advisorcensus.com/firm/mission-creek-capital-partners-inc-san-francisco-ca-151514

## Quick answers

**How is Mission Creek Capital Partners, Inc. compensated?**
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.

**How much does Mission Creek Capital Partners, Inc. charge?**
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); Hourly rate: $250 to $350 an hour (standalone advisory or financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mission Creek Capital Partners, Inc. located?**
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).

**Is Mission Creek Capital Partners, Inc. registered with the SEC or a state?**
Mission Creek Capital Partners, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 151514.

**How much does Mission Creek Capital Partners, Inc. manage?**
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).

**How have Mission Creek Capital Partners, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Mission Creek Capital Partners, Inc. serve?**
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).

**Which custodians does Mission Creek Capital Partners, Inc. use?**
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.

**Does Mission Creek Capital Partners, Inc. report any disciplinary disclosures?**
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

**What changed in Mission Creek Capital Partners, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.6% to 1.5% a year (a range, as the brochure states it)

> Fees typically range from 0.60% to 1.50% annually, depending on the size, complexity, and scope of services provided.

- Hourly rate: $250 to $350 an hour (standalone advisory or financial planning services)

> Mission Creek may also provide standalone advisory or financial planning services for an hourly fee, typically ranging from $250 to $350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $741,641,312
- Discretionary: $741,641,312
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $40,399,069 |
| High net worth individuals | 324 | $661,135,218 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $2,738,074 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8,460,422 |
| Charitable organizations | 7 | $5,148,248 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $5,373,533 |
| Other investment advisers | 5 | $13,010,032 |
| Corporations or other businesses not listed above | 5 | $5,376,716 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 14 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, HI, ID, IL, MA, MT, NC, NE, NH, NV, NY, OR, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- [missioncreekcap.com](https://missioncreekcap.com)
- Facebook @MissionCreekCapitalPartners
- LinkedIn @mission-creek-capital-partners-inc
- X @missioncreekcap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $466,394,226 | 6 | March 31, 2021 |
| October 2022 | $493,156,933 | 11 | March 30, 2022 |
| October 2023 | $424,197,900 | 12 | March 30, 2023 |
| October 2024 | $546,970,715 | 11 | March 28, 2024 |
| October 2025 | $630,446,566 | 12 | March 25, 2025 |
| October 2026 | $741,641,312 | 14 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mission Creek Capital Partners, Inc. (CRD 151514): Form ADV filing data as of October 2026.