# PORTOLA CREEK CAPITAL

PORTOLA CREEK CAPITAL of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 288119
- Type: SEC-registered investment adviser
- SEC file number: 801-110284
- Location: 80 WILLOW ROAD, MENLO PARK, CA, 94025
- Phone: 415-634-0766
- Latest filing: 2026-05-20
- Regulatory AUM: $188.9M
- Discretionary AUM: $88.9M
- Non-discretionary AUM: $100.0M
- Clients: 1
- Accounts: 62

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Wilson S Warren | CCO, CEO, MANAGING MEMBER; CEO, CCO | New York, NY |
| Lor Cynthia | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288119/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288119/similar
- Related entities: https://search.stillhousedata.com/firm/288119/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288119

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.