Henri Moudi
Mission Creek Capital Partners · San Francisco, California
Henri Moudi is a fee-only financial advisor at Mission Creek Capital Partners in San Francisco, California, who holds the CFP and CFA credentials. Henri focuses on equity compensation and founders (pre-exit). Mission Creek Capital Partners reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Mission Creek Capital Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $741.6M across 1,416 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AL, AZ, CA, FL, HI, MT, PA, TX · CRD 2663326 |
| Exams passed | Series 63 (1995) · Series 65 (2017) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.missioncreekcap.com |
| Profile |
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Questions about Henri
Is Henri Moudi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henri holds no broker registration, and Mission Creek Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Henri charge for financial advice?
Henri's firm, Mission Creek Capital Partners, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Henri Moudi based?
Henri Moudi is based in San Francisco, California.
What does Henri specialize in?
Henri's specialties include equity compensation and founders (pre-exit). Henri works with executives and founders.
What credentials does Henri Moudi hold?
Henri Moudi holds the CFP and CFA credentials.
Is Henri Moudi registered with the SEC?
Yes. Henri Moudi is registered as an investment adviser representative in AL, AZ, CA, FL, HI, MT, PA and TX (CRD 2663326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mission Creek Capital Partners manage?
Mission Creek Capital Partners reports $741.6M across 1,416 accounts in assets under management.
How do I contact Henri Moudi?
Through Henri's website, www.missioncreekcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mission Creek Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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