Mission Creek Capital Partners, Inc.
Mission Creek Capital Partners, Inc. is an innovative and independent investment advisory firm founded in 2011, headquartered in San Francisco, California. The firm specializes in customized investment management and planning strategies, serving a diverse clientele including institutional clients, individuals, families, executives, entrepreneurs, pension plans, endowments, foundations, and family offices. Mission Creek focuses on individualized wealth management, private equity distribution management, and concentrated stock transition strategies. The firm is committed to integrating client objectives with risk management, tax minimization, and cost efficiency, and delivers services through a collaborative, high-touch consultative approach. Employee count is under 25.
Investment Strategy
Mission Creek Capital Partners employs a disciplined investment approach combining active and passive strategies for optimal asset allocation and diversification. The firm balances clients' return objectives, risk tolerances, and time horizons through customized portfolio implementation. Key principles include maximizing after-tax returns via tax-deferral strategies, minimizing implementation costs, and rigorous risk management. Their strategies are designed to deliver long-term value across varying economic conditions, working especially with private equity distribution management and concentrated stock transition solutions for institutions and private clients. Clear communication and realistic expectations are foundational to their client relationships.
Top Holdings
Equity Positions (200)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IOT | SAMSARA INC | 9.53% | $42.9M | 1,078,409 | $39.78 | $39.78 | +$42.9M |
G GLDM | WORLD GOLD TR | 5.42% | $24.4M | 372,397 | $58.98 | $65.52 | +$7.5M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.79% | $17.1M | 35,123 | $414.80 | $485.77 | +$2.7M |
N NVDA | NVIDIA CORPORATION | 3.57% | $16.1M | 101,753 | $19.25 | $157.99 | +$4.0M |
A AAPL | APPLE INC | 2.94% | $13.2M | 82,516 | $127.51 | $205.17 | -$4.1M |