Portola Creek Capital

Portola Creek Capital

Portola Creek Capital was established in 2017 by Todd Wilson. Wilson previously served as Vice President and Portfolio Manager at BNY Mellon and held senior roles at a San Francisco fintech firm focused on sustainable investments. The firm positions itself as an RIA that provides family-office-style service to multiple clients. Portola Creek allocates across public equities, private equity, and real estate. It directs capital toward themes including climate action, ocean health, gender equality, and inclusive economies. Investments occur through direct holdings and fund commitments. The firm participates as a co-investor in the Astia Venture Fund alongside Mastercard and Tides Foundation. Allocations remain concentrated in North America. The firm maintains two offices in California. It holds B Corp certification with an impact score of 150.2 and is a signatory to the Principles for Responsible Investment. Portola Creek also belongs to 1% for the Planet and Toniic. No operational changes or leadership announcements have been recorded in the last 24 months. Portola Creek separates its advisory function from client capital through an RIA structure. This allows it to serve non-family clients while applying the same proxy-voting and impact-reporting processes used for its founding principal.