Home / LP Directory / Wealth Managers / San Francisco / Portola Creek Capital
Wealth Manager • San Francisco, United States

Portola Creek Capital

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.

$550M
Assets Under Mgmt
2017
Year Founded
Wealth Manager
Investor Type
San Francisco, United States
Headquarters
About

Portola Creek Capital

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 Focus

What Portola Creek Capital Invests In

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

Contact Portola Creek Capital

FindLPs holds verified direct email addresses and phone numbers for decision-makers at Portola Creek Capital. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.

Unlock Contact Details

Find LPs like Portola Creek Capital

Search 25,850 limited partners with verified contact details.

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.