Portola Creek Capital

Portola Creek Capital (Growth Capital Strategies, LLC) is a fee-only, registered investment adviser that provides discretionary portfolio management and financial planning services to a small client base that includes individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Financial planning is provided at no additional charge to portfolio management clients and advisory relationships are typically managed under discretionary authority.

The firm reports $66,520,717 in assets under discretionary management and charges percentage‑of‑AUM fees billed quarterly; its investment process draws on a mix of fundamental and technical analysis (including charting and option writing) and uses both long‑ and short‑term trading strategies, with at least quarterly account reviews. Portola Creek requires a $1,000,000 account minimum (waivable in special circumstances) and combines household accounts for fee breakpoints when appropriate.

Compared with many solo independent advisers, Portola Creek’s client mix and small, concentrated roster (15 clients) point to a focus on high‑net‑worth and institutional or pooled relationships (e.g., pension/profit‑sharing plans and other pooled vehicles) rather than a broad retail base of non‑HNW individuals. The brochure also notes the firm is strictly fee‑only, does not accept third‑party or performance‑based compensation, and manages all reported assets on a discretionary basis—features that, together with its pooled‑vehicle work, make its business model relatively atypical among peers.