Mission Creek Capital Partners, Inc.
- Regulatory AUM
- $742M
- Discretionary
- $742M
- Clients
- 524
- Avg AUM / client
- $1.4M
- Accounts
- 1,416
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 175 | $40.4M | 5.45% |
| High net worth individuals | 324 | $661M | 89.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $2.7M | 0.37% |
| Pension and profit sharing plans | 6 | $8.5M | 1.14% |
| Charitable organizations | 7 | $5.1M | 0.69% |
| State or municipal government entities | Fewer than 5 clients | $5.4M | 0.72% |
| Other investment advisers | 5 | $13.0M | 1.75% |
| Corporations and other businesses | 5 | $5.4M | 0.72% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Pension Fund Of The Iuoe & Participating Employers Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Spartaco Gehring | Managing Director & Chief Compliance Officer | CFA | Dec 2012 (14y) | 10% – 25% |
| Henri W. Moudi | Managing Director | CFP CFA | Dec 2012 (14y) | 75% or more |
| Ian Thomas Fraley | Managing Director | Jan 2014 (13y) | Less than 5% | |
| Melanie Ann Pelayo | Registered representative | CFP | Jan 2020 (7y) | |
| Lorena Michelle Moudi | Registered representative | Mar 2020 (6y) | ||
| Marisa Anne Heiden | Registered representative | CFP | Jun 2024 (2y) | |
| Shana Lesch Ballard | Registered representative | CFP | May 2025 (1y) | |
| Jonathan Evin Lederer | Registered representative | CFA | Jun 2025 (1y) | |
| Lawrence Stewart Hing | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Pension Fund Of The Iuoe & Participating Employers | Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | 104,686 | $27.4B | 02/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 994 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $429M (58% of AUM) Mar 2026
- Fidelity Brokerage Services $294M (40% of AUM) Mar 2026
- J.P. Morgan $13.5M (10% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗