Lorena Moudi
Mission Creek Capital Partners · San Francisco, California
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.
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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 |
| SEC registration | Investment adviser representative in CA, HI, TX · CRD 2728034 |
| Exams passed | Series 63 (2011) · Series 65 (2014) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.missioncreekcap.com |
How Lorena's firm compares
- Mission Creek Capital Partners's average account is about $524,000, from its Form ADV (assets managed divided by 1,416 accounts).
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Questions about Lorena
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.
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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