PORTOLA CREEK CAPITAL

PORTOLA CREEK CAPITAL of MENLO PARK, CA is an SEC-registered investment adviser (CRD 288119). Regulatory assets under management: $188.9M.

Registration

• CRD: 288119
• SEC file number: 801-110284
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 288119 on SEC IAPD (source of record)
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