{
  "crd_number": 288119,
  "slug": "portola-creek-capital-menlo-park-ca-288119",
  "primary_business_name": "PORTOLA CREEK CAPITAL",
  "legal_name": "GROWTH CAPITAL STRATEGIES, LLC",
  "dbas": [],
  "city": "Menlo Park",
  "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": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-03-08",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-05-20",
  "carried_forward": false,
  "raum_total": 188853894.0,
  "raum_discretionary": 88853894.0,
  "raum_non_discretionary": 100000000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 188853894.0,
      "count": 22
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/portolacreek",
    "https://instagram.com/portolacreek",
    "https://linkedin.com/company/17981490",
    "https://portolacreek.com",
    "https://twitter.com/portolacreek"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288119",
  "city_as_filed": "MENLO PARK",
  "url": "https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119",
  "display_name": "Portola Creek Capital",
  "summary": "Portola Creek Capital is a state-registered investment advisory firm in Menlo Park, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.",
  "citation": "AdvisorCensus. Portola Creek Capital (CRD 288119): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Portola Creek Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portola Creek Capital reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Portola Creek Capital located?",
      "a": "Portola Creek Capital's principal office is in Menlo Park, CA, according to its Form ADV."
    },
    {
      "q": "Is Portola Creek Capital registered with the SEC or a state?",
      "a": "Portola Creek Capital is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 288119."
    },
    {
      "q": "How much does Portola Creek Capital manage?",
      "a": "Portola Creek Capital reports $188,853,894 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (47% discretionary)."
    },
    {
      "q": "What types of clients does Portola Creek Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22)."
    },
    {
      "q": "Does Portola Creek Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288119"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 188853894.0
    }
  ],
  "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/288119",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}