Portola Creek Capital

Also known as PCC, Portola Capital, Portola Creek

Wealth ManagerSan Francisco, United StatesFounded 2017
$550M
Assets Under Management
San Francisco
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.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Impact InvestingInvestment ManagementEquity/Mutual FundsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningETFsDebt ManagementCapital MarketsStartups & ManagementHigh-Level SectorsValues-Based InvestingFinanceFinancial ServicesTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Frequently asked questions

What type of investor is Portola Creek Capital?

Portola Creek Capital is a wealth manager based in San Francisco, United States, managing approximately $550M in assets.

Where is Portola Creek Capital headquartered?

Portola Creek Capital is headquartered in San Francisco, United States.

How much does Portola Creek Capital manage?

Portola Creek Capital manages approximately $550M in assets under management.

When was Portola Creek Capital founded?

Portola Creek Capital was founded in 2017.

What does Portola Creek Capital invest in?

Portola Creek Capital focuses on Buyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Impact Investing.

How can I contact Portola Creek Capital?

Verified contact details, key decision-makers, and investment preferences for Portola Creek Capital are available on LPbacked. Create a free account to access them.