Investment adviser · CRD 151514

MISSION CREEK CAPITAL PARTNERS, INC.

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$742M
Form ADV · Item 5.F
Client accounts
1,416
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals324$661,135,21889.1%
Individuals175$40,399,0695.4%
Other investment advisers5$13,010,0321.8%
Retirement plans6$8,460,4221.1%
Corporations & businesses5$5,376,7160.7%
Government entitiesFewer than 5$5,373,5330.7%
Charities7$5,148,2480.7%
Pooled investment vehicles2$2,738,0740.4%
Filing source

Form ADV 2084503 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FINANCIA GLOBAL FOCUS FUND L.P.Hedge Fund · Last reported Mar 28, 2019$4.8MGross asset value

Form D fundraising filings

Financia Global Focus Fund L.P.

Fund administrator YULISH & ASSOCIATES BODEGA BAY, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source
Fund ID
805-2610148818
Reported beneficial owners
8
Minimum commitment
$250K
Form D file number
021-147649

Form ADV 1298622 · Mar 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Performance-based

Principal office

101 MISSION STREET, SUITE 1750
SAN FRANCISCO, CA, 94105, United States

CRD 151514

Filing source

Form ADV 2084503 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.