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Status
ACTIVE
Global HQ
San Francisco, United States
Countries of investment
  • USA
Investment stages
  • Seed
  • Series A
  • Series B
Industries
    About
    Portola Creek Capital is a distinguished wealth management firm specializing in impact investing, dedicated to aligning investment portfolios with the personal values and aspirations of its clients. By actively voting proxies and engaging with corporations, Portola Creek Capital seeks to drive meaningful corporate change and promote sustainability. Their comprehensive suite of services encompasses sustainable investments, tax consulting, and personalized financial planning, ensuring that clients can achieve their financial goals while making a positive impact on society and the environment. With a commitment to transparency and integrity, Portola Creek Capital empowers clients to invest in a future that reflects their ethical beliefs.
    Min check size
    $1M
    Max check size
    $10M
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    NPS

    Investment Thesis

    Portola Creek Capital aligns investment portfolios with personal values, focusing on sustainability, climate change action, and social equity.
    Lead investor
    Co Invest
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    Portola Creek Capital Contacts Information

    Secondary contact

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