Portola Creek Capital is a wealth manager based in San Francisco, United States, founded in 2017. Verified contact details, AUM data, and investment preferences on FindLPs.
Portola Creek is a full-service, comprehensive, Registered Investment Advisor. We align our clients' investment portfolios with their personal values. We believe that companies that treat the environment, their employees, and their community well, are simply better-run companies and this translates into stock performance. Portola Creek Capital's investment portfolio is valued at $61.14 million as of April 01, 2024, with investments in private equity, real estate, publicly traded equities, fixed-income securities, cash, and other alternative asset classes. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies.
Investment types: Buyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Impact Investing, Investment Management, Equity/Mutual Funds, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, ETFs, Debt Management, Capital Markets, Startups & Management, High-Level Sectors, Values-Based Investing, Finance, Financial Services, Traditional Investments (Liquid Assets), Alternative Investments
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 44 Tehama Street\nSan Francisco, CA\n94105\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.