Mission Creek Capital Partners, Inc

CRD#151514
Investment Advisor Firm

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Overview

Mission Creek Capital Partners, Inc is a financial advisor company headquartered in San Francisco, California. The firm administers $424.2 million in assets throughout 1,117 accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). Mission Creek Capital Partners, Inc has a small team, including 7 financial advisors. Mission Creek Capital Partners, Inc is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, bonds and options.

Mission Creek Capital Partners, Inc administers all of its client assets in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without needing to seek the customer's consent. The firm administers about $379,765 in assets for every client account. An average advisor at Mission Creek Capital Partners, Inc administers about 160 client accounts.

The company's main office is at 101 Mission Street, Suite 1750, San Francisco, California 94105. Mission Creek Capital Partners, Inc is permitted to provide services to clients across 20 U.S. states and territories.

Assets Under Management

$424.2 million

Number of Advisors

7

Disclosures

No

Office Location

101 Mission Street, Suite 1750
San Francisco, CA 94105

Mission Creek Capital Partners, Inc by the Numbers

Total Assets Under Management

$424.2 million

National Average: $8.6 billion
Total Number of Employees

12

National Average: 64
Total Number of Accounts

1,117

National Average: 375,227
Average Account Size

$379.8 thousand

National Average: $23.0 thousand
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Products and Services

Mission Creek Capital Partners, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the last financial year, the company provided financial planning services to 11-25 of its accounts. It is not engaged in selling products or offering services apart from investment advice to its investment advisory customers.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Find a firm that offers this service

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 6% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees charged by financial advisors usually depend on which service is offered. However, fees billed by Mission Creek Capital Partners, Inc can be comprised of the following fee types: asset-based, hourly or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company manages money for a broad range of customers. Mission Creek Capital Partners, Inc provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans and other investment advisers. Out of its 1,117 accounts, Mission Creek Capital Partners, Inc's largest client group by number of accounts is high net worth investors, although it also manages money for 245 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.

  • High-Net-Worth Individuals* - 71.22%
  • Other Individuals - 26.45%
  • Corporations - 2.33%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Mission Creek Capital Partners, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Mission Creek Capital Partners, Inc

Lorena Moudi
San Francisco, CA
Henri Moudi
San Francisco, CA
Charles Gehring
San Francisco, CA
Jonathan Lederer
San Francisco, CA
Melanie Pelayo
San Francisco, CA
Ian Fraley
San Francisco, CA

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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