Portola Creek Capital is a Registered Investment Advisor offering full-service, comprehensive advice. It aligns clients' investment portfolios with their personal values. The firm holds that businesses with good records toward the environment, employees and community are simply better-run, and that this advantage shows up in stock performance. Holdings include cash, fixed-income securities, publicly traded equities, real estate, private equity and further alternative asset classes, and the portfolio is valued at $61.14 million as of April 01, 2024. Private equity exposure spans venture capital, buyouts, diversified private equity and growth expansion strategies.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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