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Henri Moudi
Mission Creek Capital Partners, Inc.

Tel: (415) 363-0406
575 Market Street, Suite 2750
San Francisco, CA 94105

Specialized Investment Strategies and Solutions

Mission Creek Capital Partners, Inc. | Financial Advisor in San Francisco ,CA

About Mission Creek Capital Partners, Inc.

Mission Creek Capital Partners provides customized investment
management, advisory and planning services on a discretionary basis for private and institutional clients. Our mission is to preserve, grow and perpetuate client assets with a focus on providing specialized and institutional-quality strategies and solutions. We exist to serve our clients and their evolving needs.

Our approach takes into account the asset nature, concentration
risks, liquidity constraints, implementation costs, effective tax management, optimal portfolio and single-stock transition
strategies and other client objectives.

Our dedicated professionals have extensive direct capital markets and multi-asset knowledge and expertise and have successfully navigated multiple market cycles while managing a diverse group of clients.


General Information

No.of Employees:   2-4
Name of Broker/Dealer:   Various
Name of Custodial Firm:   Charles Schwab & Co.
States Licensed in:   CA
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs, Institutions
Foreign Languages Serviced:   Members of our firm are fluent in Spanish, Mandarin Chinese and Cantonese.


Services

Investment Types:   Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, At my office


Qualifications & Memberships

Financial Organization Memberships:   CFA Institute, Paladin Registry


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $
Compensation Methods:   Based on Assets


Education

MBA - Finance  The Wharton School, University of Pennsylvania - Philadelphia, PA
-

JD  Boston University - Boston, MA
-

BS  Cornell University - Ithaca, NY
-



Disclaimer

Mission Creek Capital Partners, Inc. is a registered investment advisory firm registered with the State of California. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.

Henri Moudi

Henri Moudi

CFA

Henri Moudi, CFA is Managing Director of Mission Creek Capital
Partners, Inc. He also is a member of the firm’s investment
committee and leads Mission Creek’s private equity distribution
management platform. Henri has many years of achievement managing
and advising on public, private and alternative U.S. and
international assets and excels at creating and managing
customized solutions that meet the most demanding needs of
institutional and private clients.

Prior to co-founding Mission Creek, Henri developed and led
Thomas Weisel Asset Management’s (Stifel, Nicolaus & Co., Inc.)
distribution management platform for over a decade and
successfully managed over $2.0 billion in concentrated
distribution exposures, among other strategies. Henri has
substantial expertise evaluating, managing, hedging and
monetizing concentrated, low cost basis stock positions leading
to more resilient, tax efficient and well diversified portfolios.

Mr. Moudi received his MBA in Finance from The Wharton School of
the University of Pennsylvania and his BS from Cornell
University. He also holds a JD from Boston University and is a
member of the State of California and District of Columbia Bars.
Henri is also a holder of the Chartered Financial Analyst (CFA)
designation, FINRA Series 7 and 63 registered and a member of the
CFA Society of San Francisco.

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My Services

Financial Advice & Consulting

Our mission is to build highly tailored and collaborative relationships with our clients based on open dialogue, knowledge and integrity.


Financial Planning for Individuals

Mission Creek’s goal is to preserve, grow and perpetuate client assets through a dedicated focus on providing specialized investment strategies and solutions for select institutional and private clients.


Financial Planning for Businesses

Our clients typically are sophisticated investors requiring specialized and differentiated strategies and solutions. We offer our investment and advisory services to a diverse client set including individuals and institutions.


My Team

Henri Moudi
Henri Moudi CFA
Henri Moudi, CFA is Managing Director of Mission Creek Capital Partners, Inc. He also is a member of the firm’s investment committee and leads Mission Creek’s private equity distribution management platform. Henri has many years of achievement managing and advising on public, private and alternative U.S. and international assets and excels at creating and managing customized solutions that meet the most demanding needs of institutional and private clients. Prior to co-founding Mission C ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 AM

Communities Served

Alameda Alamo
Albany Atherton
Belmont Belvedere Tiburon
Berkeley Bolinas
Brisbane Burlingame
Castro Valley Concord
Corte Madera Crockett
Daly City Danville
El Cerrito El Sobrante
Emeryville Fairfax
Forest Knolls Fremont
Greenbrae Half Moon Bay
Hayward Hercules
Lafayette Lagunitas
Larkspur Martinez
Mill Valley Millbrae
Montara Moraga
Moss Beach Nicasio
Novato Oakland
Orinda Pacifica
Pinole Pleasant Hill
Port Costa Redwood City
Richmond Rodeo
San Anselmo San Bruno
San Carlos San Francisco
San Geronimo San Leandro
San Lorenzo San Mateo
San Pablo San Rafael
San Ramon Sausalito
South San Francisco Stinson Beach
Union City Vallejo
Walnut Creek Woodacre

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