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MISSION CREEK CAPITAL PARTNERS, INC.

SAN FRANCISCO, CA · CRD 151514 · IAPD ↗ · missioncreekcap.com · 415-363-0400

$741.6MRegulatory AUM
10Advisory reps
14Employees
0Clients
26-50Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MISSION CREEK CAPITAL PARTNERS, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — MISSION CREEK CAPITAL PARTNERS, INC. grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — MISSION CREEK CAPITAL PARTNERS, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — MISSION CREEK CAPITAL PARTNERS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2024 — MISSION CREEK CAPITAL PARTNERS, INC. notice-filed in IL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — MISSION CREEK CAPITAL PARTNERS, INC. crossed $500M in regulatory AUM ($424.2M -> $547.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.