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.
|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:||Institutions, Non-Profit Organizations, Businesses, Individual Investors, Investment Clubs|
|Foreign Languages Serviced:||Members of our firm are fluent in Spanish, Mandarin Chinese and Cantonese.|
|Advisory Services Provided:||Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Insurance Planning|
|Investment Types:||Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), 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|
|Registered Investment Advisor:||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|
|MBA - Finance||
The Wharton School, University of Pennsylvania - Philadelphia, PA
Boston University - Boston, MA
Cornell University - Ithaca, NY
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 clients investment portfolio.
Henri Moudi, CFA is Managing Director of Mission Creek Capital
Partners, Inc. He also is a member of the firms investment
committee and leads Mission Creeks 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 Managements (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.
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 Creeks 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.
Henri Moudi CFA
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 AM|
|El Cerrito||El Sobrante|
|Greenbrae||Half Moon Bay|
|Port Costa||Redwood City|
|San Anselmo||San Bruno|
|San Carlos||San Francisco|
|San Geronimo||San Leandro|
|San Lorenzo||San Mateo|
|San Pablo||San Rafael|
|South San Francisco||Stinson Beach|