# Portola Creek Capital

Portola Creek Capital is a Multi Family Office based in Menlo Park, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** 80 Willow Road, Menlo Park, CA 94025, United States
- **Founded:** 2017
- **Assets under management:** 61 (Altss estimate)
- **Website:** portolacreek.com
- **LinkedIn:** https://www.linkedin.com/company/portola-creek-capital.-llc

## Regulatory record

- **CRD number:** 288119
- **SEC file number:** 801-110284
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288119

## About

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.

## Sectors

- ESG
- Private Equity
- Real Estate

## Offices

- Santa Barbara, CA

## People

- Todd Wilson — Founder and CEO

## Questions

### Who runs investment decisions at Portola Creek Capital?

Todd Wilson serves as Founder and CEO and sets investment policy. The firm has not disclosed additional investment committee members or CIO succession plans.

### Does Portola Creek Capital participate in fund commitments or only direct deals?

The firm uses both approaches. It has committed to the Astia Venture Fund and maintains direct holdings in public equities and real estate.

### What investment stages does Portola Creek Capital typically target?

Portola Creek invests across public markets and private equity without a stated stage restriction. Its disclosed commitments include venture funds.

### How is Portola Creek Capital related to Astia?

Portola Creek is an investor in the Astia Venture Fund. Sharon Vosmek, CEO of Astia, is listed as a business partner in firm records.

## Related profiles

- [Bertel O. Steen Capital](https://altss.com/profile/bertel-o-steen-capital)
- [US Advisory Group](https://altss.com/profile/us-advisory-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/portola-creek-capital-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology