CRD: 151514
Mission Creek Capital Partners, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vector peakElement ember +more
- Established Date
- 01-19-2010
- Office Locations
- 3
Office Locations
About Mission Creek Capital Partners, Inc.
Mission Creek is an independent San Francisco investment advisory firm providing discretionary wealth management and financial planning for individuals, families, executives and entrepreneurs, plus institutional services for select limited partners (pensions, endowments, foundations and family offices). The firm also specializes in private equity distribution management and concentrated stock transition/hedging strategies, with a risk- and tax-aware portfolio approach often implemented with ETFs and mutual funds. Client-paid, senior-team led.
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CRM
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Owner & Executives
HENRI W. MOUDI
MANAGING DIRECTOR, Wealth Advisor
- CRD
- #2663326
- Ownership
- 75% or more
CHARLES SPARTACO GEHRING
Chief Compliance Officer, MANAGING DIRECTOR, Wealth Advisor
- CRD
- #2552056
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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SHANA LESCH BALLARD
--
- CRD
- #5195706
Jonathan Chang
Senior Manager, Investment Operations
- CRD
- --
Harbor ridge
Momentum radial alpha
- CRD
- #39302
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $741,641,312 | $523,758 |
| Non-Discretionary | $0 | -- |
| Total | $741,641,312 | $523,758 |
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Separately Managed Accounts
Total SMA Asset: $738,903,238
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,706,728,665 | 32.0% |
| Cash | $2,004,670,917 | 23.7% |
| Corporate - Investment Grade | $1,057,315,885 | 12.5% |
| Public Funds | $1,302,613,170 | 15.4% |
| Municipal Bonds | $617,472,477 | 7.3% |
| U.S. Government/Agency | $769,725,964 | 9.1% |
| Total | $8,458,527,078 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX TIMBER | PEAK BEACON | 99Y9ADTPQ | RLVJK | 1.67% | $9,222,929 |
| RADIAL CREST FOCUS | ELEMENT GLACIER | K9QIPOA7P | YDE | 6.78% | $31,658,325 |
| WAVE VITAL | PIONEER NORTH | PBB1EG7VV | NRUEY | 3.73% | $92,606,624 |
| VALUE ELEMENT | CAPITAL ALPHA | Z4U5N97OS | UOO | 5.68% | $22,422,119 |
| CREST PRIME | PRIME HORIZON | DL2Q47HP6 | KCVPX | 3.89% | $94,720,328 |
| SIGNAL OPTIMA | CREST GLACIER | 3HFIW05RU | YYQWU | 2.85% | $38,881,781 |
| UNISON VITAL FRONTIER | ALPHA EMBER | H7R12H8MF | KUK | 0.71% | $103,677,736 |
| RADIAL MATRIX INSIGHT | DELTA EMBER | LCVXKHU0J | AGTMJ | 7.65% | $86,235,717 |