MISSION CREEK CAPITAL PARTNERS, INC.
Adviser information for MISSION CREEK CAPITAL PARTNERS, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,242 | $547.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,242 | $547.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 134 | $29.6M |
| HNW Individuals | 256 | $483.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $5.1M |
| Pension and profit sharing plans | <5 | $5.1M |
| Charitable organizations | 5 | $3.9M |
| State or municipal gov entities | <5 | $4.3M |
| Other investment advisers | 5 | $12.8M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesPerformance-based fees |
Principal Office
101 MISSION STREET, SUITE 1750SAN FRANCISCO
CA
United States
Monday - Friday, 6:30AM TO 4:30PM
Tel: 415-363-0400, Fax: 415-480-6686
Chief Compliance Officer
CHARLES S. GEHRING, CFA
101 MISSION STREET, SUITE 1750
SAN FRANCISCO
CA
United States
Tel:
415-363-0405
Fax:
415-480-6686
C**************@******************M
(Full email address available in API data)
Regulatory Contact
HENRI W. MOUDI, CFA, CFP�
MANAGING DIRECTOR
101 MISSION STREET, SUITE 1750
SAN FRANCISCO
CA
United States
Tel:
415-363-0406
Fax:
415-480-6686
H**********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GEHRING, CHARLES, SPARTACO | Individual | – | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | 12/2012 | 10-25% |
| MOUDI, HENRI, W. | Individual | – | MANAGING DIRECTOR | 12/2012 | > 75% |
| FRALEY, IAN, THOMAS | Individual | – | MANAGING DIRECTOR | 01/2014 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 2M | 16K | – |
| ABBVIE INC | COM | 3M | 16K | – |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 1M | 42K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 2M | 7K | – |
| ADOBE INC | COM | 3M | 5K | – |
| AFLAC INC | COM | 2M | 17K | – |
| AIRBNB INC | COM CL A | 1M | 9K | – |
| ALPHABET INC | CAP STK CL A | 4M | 20K | – |
| ALPHABET INC | CAP STK CL C | 9M | 50K | – |
| AMAZON COM INC | COM | 10M | 50K | – |
| AMER STATES WTR CO | COM | 222K | 3K | – |
| AMERICAN TOWER CORP NEW | COM | 260K | 1K | – |
| AMGEN INC | COM | 3M | 10K | – |
| ANALOG DEVICES INC | COM | 341K | 1K | – |
| APPLE INC | COM | 19M | 88K | – |
| APPLIED MATLS INC | COM | 2M | 8K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 2M | 10K | – |
| AVALONBAY CMNTYS INC | COM | 202K | 975 | – |
| AXOS FINANCIAL INC | COM | 265K | 5K | – |
| BECTON DICKINSON & CO | COM | 322K | 1K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 6M | 15K | – |
| BLACKROCK INC | COM | 1M | 2K | – |
| BOEING CO | COM | 314K | 2K | – |
| BRIGHT HORIZONS FAM SOL IN D | COM | 383K | 3K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 212K | 5K | – |
| BROADCOM INC | COM | 6M | 4K | – |
| CACI INTL INC | CL A | 1M | 3K | – |
| CADENCE DESIGN SYSTEM INC | COM | 2M | 5K | – |
| CATERPILLAR INC | COM | 5M | 14K | – |
| CENCORA INC | COM | 1M | 6K | – |
| CHEVRON CORP NEW | COM | 5M | 32K | – |
| CISCO SYS INC | COM | 409K | 9K | – |
| COCA COLA CO | COM | 978K | 15K | – |
| COINBASE GLOBAL INC | COM CL A | 5M | 24K | – |
| CONOCOPHILLIPS | COM | 349K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 6M | 7K | – |
| CVS HEALTH CORP | COM | 540K | 9K | – |
| DANAHER CORPORATION | COM | 368K | 1K | – |
| DIGITAL RLTY TR INC | COM | 721K | 5K | – |
| DISNEY WALT CO | COM | 1M | 13K | – |
| DOCUSIGN INC | COM | 1M | 21K | – |
| DOMINOS PIZZA INC | COM | 258K | 500 | – |
| DUPONT DE NEMOURS INC | COM | 647K | 8K | – |
| EATON CORP PLC | SHS | 2M | 6K | – |
| ECOLAB INC | COM | 3M | 11K | – |
| ELEVANCE HEALTH INC | COM | 1M | 3K | – |
| ELI LILLY & CO | COM | 3M | 3K | – |
| EMERSON ELEC CO | COM | 3M | 24K | – |
| EQUINIX INC | COM | 283K | 374 | – |
| ESSEX PPTY TR INC | COM | 2M | 8K | – |
| EXXON MOBIL CORP | COM | 2M | 22K | – |
| FEDEX CORP | COM | 880K | 3K | – |
| FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 1M | 60K | – |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 349K | 11K | – |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 2M | 10K | – |
| FIRST TR MORNINGSTAR DIVID L | SHS | 2M | 41K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 380K | 9K | – |
| GALLAGHER ARTHUR J & CO | COM | 1M | 4K | – |
| GE AEROSPACE | COM NEW | 735K | 5K | – |
| GENERAL MLS INC | COM | 398K | 6K | – |
| GENUINE PARTS CO | COM | 3M | 24K | – |
| GILEAD SCIENCES INC | COM | 227K | 3K | – |
| GITLAB INC | CLASS A COM | 2M | 37K | – |
| GOLDMAN SACHS GROUP INC | COM | 3M | 7K | – |
| HOME DEPOT INC | COM | 4M | 13K | – |
| HONEYWELL INTL INC | COM | 2M | 8K | – |
| IDEX CORP | COM | 554K | 3K | – |
| ILLINOIS TOOL WKS INC | COM | 740K | 3K | – |
| INTEL CORP | COM | 256K | 8K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 2M | 11K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 376K | 2K | – |
| INTUIT | COM | 4M | 6K | – |
| INTUITIVE SURGICAL INC | COM NEW | 1M | 3K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 305K | 5K | – |
| INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | 239K | 5K | – |
| INVESCO QQQ TR | UNIT SER 1 | 5M | 10K | – |
| ISHARES GOLD TR | ISHARES NEW | 568K | 13K | – |
| ISHARES INC | MSCI JPN ETF NEW | 304K | 4K | – |
| ISHARES INC | MSCI EMERG MRKT | 2M | 30K | – |
| ISHARES INC | EM MKTS DIV ETF | 320K | 12K | – |
| ISHARES TR | MSCI KLD400 SOC | 619K | 6K | – |
| ISHARES TR | ESG AW MSCI EAFE | 903K | 11K | – |
| ISHARES TR | MRGSTR MD CP ETF | 279K | 4K | – |
| ISHARES TR | TIPS BD ETF | 337K | 3K | – |
| ISHARES TR | US HOME CONS ETF | 1M | 10K | – |
| ISHARES TR | S&P 100 ETF | 2M | 6K | – |
| ISHARES TR | 1 3 YR TREAS BD | 280K | 3K | – |
| ISHARES TR | CORE HIGH DV ETF | 463K | 4K | – |
| ISHARES TR | SELECT DIVID ETF | 1M | 11K | – |
| ISHARES TR | MSCI EAFE MIN VL | 8M | 111K | – |
| ISHARES TR | CORE MSCI EAFE | 676K | 9K | – |
| ISHARES TR | RUS MID CAP ETF | 298K | 4K | – |
| ISHARES TR | IBOXX HI YD ETF | 257K | 3K | – |
| ISHARES TR | EXPANDED TECH | 300K | 3K | – |
| ISHARES TR | S&P 500 VAL ETF | 208K | 1K | – |
| ISHARES TR | CORE S&P500 ETF | 6M | 12K | – |
| ISHARES TR | INTL SEL DIV ETF | 2M | 56K | – |
| ISHARES TR | CORE MSCI EURO | 731K | 13K | – |
| ISHARES TR | JPMORGAN USD EMG | 213K | 2K | – |
| ISHARES TR | CORE S&P MCP ETF | 9M | 151K | – |
| JOHNSON & JOHNSON | COM | 4M | 29K | – |
| JOHNSON CTLS INTL PLC | SHS | 250K | 4K | – |
| JPMORGAN CHASE & CO. | COM | 7M | 35K | – |
| LAMAR ADVERTISING CO NEW | CL A | 917K | 8K | – |
| LINDE PLC | SHS | 460K | 1K | – |
| MANAGED PORTFOLIO SERIES | ECOFIN GBL WATER | 305K | 7K | – |
| MARRIOTT INTL INC NEW | CL A | 3M | 13K | – |
| MASTERCARD INCORPORATED | CL A | 845K | 2K | – |
| MCDONALDS CORP | COM | 4M | 15K | – |
| MERCADOLIBRE INC | COM | 1M | 830 | – |
| META PLATFORMS INC | CL A | 6M | 12K | – |
| METLIFE INC | COM | 2M | 24K | – |
| MICROSOFT CORP | COM | 16M | 35K | – |
| MODERNA INC | COM | 11M | 92K | – |
| MONDELEZ INTL INC | CL A | 2M | 33K | – |
| NATIONAL GRID PLC | SPONSORED ADR NE | 423K | 7K | – |
| NETFLIX INC | COM | 2M | 4K | – |
| NIKE INC | CL B | 792K | 11K | – |
| NORDSON CORP | COM | 1M | 5K | – |
| NOVO-NORDISK A S | ADR | 3M | 18K | – |
| NVIDIA CORPORATION | COM | 19M | 150K | – |
| ORACLE CORP | COM | 2M | 11K | – |
| OREILLY AUTOMOTIVE INC | COM | 1M | 1K | – |
| PALO ALTO NETWORKS INC | COM | 2M | 7K | – |
| PARKER-HANNIFIN CORP | COM | 506K | 1K | – |
| PAYCHEX INC | COM | 950K | 8K | – |
| PEPSICO INC | COM | 1M | 8K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 15K | – |
| PROLOGIS INC. | COM | 2M | 20K | – |
| QUALCOMM INC | COM | 5M | 23K | – |
| REALTY INCOME CORP | COM | 438K | 8K | – |
| REGENERON PHARMACEUTICALS | COM | 1M | 1K | – |
| REPUBLIC SVCS INC | COM | 236K | 1K | – |
| ROSS STORES INC | COM | 2M | 12K | – |
| ROYAL BK CDA | COM | 646K | 6K | – |
| RTX CORPORATION | COM | 657K | 7K | – |
| SALESFORCE INC | COM | 3M | 10K | – |
| SCHLUMBERGER LTD | COM STK | 4M | 76K | – |
| SCHWAB CHARLES CORP | COM | 1M | 14K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 776K | 12K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 443K | 12K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 473K | 7K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 286K | 3K | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 239K | 9K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 233K | 3K | – |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 1M | 23K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 573K | 7K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2M | 10K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 941K | 6K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 851K | 11K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 716K | 17K | – |
| SELECT SECTOR SPDR TR | ENERGY | 831K | 9K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 888K | 5K | – |
| SELECT SECTOR SPDR TR | INDL | 225K | 2K | – |
| SERVICENOW INC | COM | 2M | 2K | – |
| SMUCKER J M CO | COM NEW | 341K | 3K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 5M | 12K | – |
| SPDR GOLD TR | GOLD SHS | 2M | 9K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 10M | 18K | – |
| SPDR SER TR | PRTFLO S&P500 HI | 496K | 12K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 206K | 3K | – |
| SPDR SER TR | SSGA US LRG ETF | 1M | 7K | – |
| SPDR SER TR | S&P DIVID ETF | 562K | 4K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 577K | 9K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 299K | 6K | – |
| STARBUCKS CORP | COM | 508K | 7K | – |
| STERIS PLC | SHS USD | 961K | 4K | – |
| STRYKER CORPORATION | COM | 2M | 6K | – |
| TESLA INC | COM | 366K | 2K | – |
| TEXAS INSTRS INC | COM | 415K | 2K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 2M | 3K | – |
| TJX COS INC NEW | COM | 1M | 12K | – |
| UBER TECHNOLOGIES INC | COM | 2M | 24K | – |
| UNION PAC CORP | COM | 447K | 2K | – |
| UNITED RENTALS INC | COM | 1M | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 3M | 5K | – |
| US BANCORP DEL | COM NEW | 442K | 11K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 252K | 3K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 364K | 4K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 524K | 2K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 1M | 4K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 644K | 1K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 6M | 34K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 335K | 1K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 295K | 1K | – |
| VANGUARD INDEX FDS | VALUE ETF | 1M | 7K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 2M | 5K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 285K | 2K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 348K | 5K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 471K | 6K | – |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 224K | 3K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 867K | 18K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 307K | 1K | – |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 222K | 943 | – |
| VANGUARD WORLD FD | INF TECH ETF | 715K | 1K | – |
| VANGUARD WORLD FD | COMM SRVC ETF | 207K | 1K | – |
| VERIZON COMMUNICATIONS INC | COM | 547K | 13K | – |
| VISA INC | COM CL A | 6M | 22K | – |
| WALMART INC | COM | 2M | 35K | – |
| WASTE MGMT INC DEL | COM | 4M | 21K | – |
| WORKDAY INC | CL A | 2M | 7K | – |
| WORLD GOLD TR | SPDR GLD MINIS | 3M | 61K | – |
| WP CAREY INC | COM | 519K | 9K | – |
| YUM BRANDS INC | COM | 331K | 3K | – |