Updated:
Willow Creek Financial
WILLOW CREEK FINANCIAL is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2016. The firm manages $529 million in assets, $525 million...
Overview
WILLOW CREEK FINANCIAL is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2016. The firm manages $529 million in assets, $525 million on a discretionary basis. It has 7 employees and 5 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Willow Creek Financial?
No named investment principals have been disclosed in public records. The identity of the CIO or managing principal is unknown.
Does Willow Creek Financial participate in fund commitments or only direct deals?
No record of fund commitments or direct deals by Willow Creek Financial exists in publicly available sources.
What investment stages does Willow Creek Financial typically target?
The firm has not disclosed target investment stages, making its stage preferences unknown.
Which sectors does Willow Creek Financial explicitly avoid?
Sector exclusions have not been publicly disclosed. No negative screening criteria are available.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Willow Creek Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.