# Lorena Moudi

> Lorena Moudi is a fee-only financial advisor at Mission Creek Capital Partners in San Francisco, California. Lorena 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.

Page: https://find.wellspent.co/advisors/lorena-moudi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $741.6M across 1,416 accounts
- **Specialties:** Equity compensation, Founders (pre-exit)
- **Works with:** Executives, Founders
- **CRD:** 2728034 (https://adviserinfo.sec.gov/individual/summary/2728034)
- **SEC registration:** Investment adviser representative in CA, HI, TX
- **Exams passed:** Series 63 (2011), Series 65 (2014)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.missioncreekcap.com

## Frequently asked questions

### Is Lorena Moudi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lorena 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 Lorena charge for financial advice?

Lorena'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 Lorena Moudi based?

Lorena Moudi is based in San Francisco, California.

### What does Lorena specialize in?

Lorena's specialties include equity compensation and founders (pre-exit). Lorena works with executives and founders.

### Is Lorena Moudi registered with the SEC?

Yes. Lorena Moudi is registered as an investment adviser representative in CA, HI and TX (CRD 2728034), 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 Lorena Moudi?

Through Lorena's website, www.missioncreekcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2728034): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://missioncreekcap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.