$188.9M Total AUM
$88.9M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
9 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2017
- Office Locations
- 2
Office Locations
80 Willow Road Menlo Park CA
-- -- CA
About Portola Creek Capital
Portola Creek Capital is a Menlo Park, CA-based wealth management firm for conscientious investors, providing investment management and financial planning grounded in sustainability, climate, and social equity considerations. Portfolios are built to align with client values, with an emphasis on active ownership including proxy voting to influence corporate accountability and change.
Team overview
-- AVG AGE
$188.9M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
TODD WARREN WILSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder
- CRD
- #1838670
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,853,894 | $1,066,667 |
| Non-Discretionary | $100,000,000 | -- |
| Total | $188,853,894 | $1,066,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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