Charles Gehring

Charles S. Gehring is a Managing Director and co-founder of Mission Creek Capital Partners, Inc., an independent investment advisory firm established in 2013 and headquartered in San Francisco. He is a Chartered Financial Analyst (CFA) charterholder and holds a Bachelor of Business Administration (B.B.A.) from the University of San Diego. He has more than 20 years of experience advising private and institutional clients on financial and investment matters.

Before co-founding Mission Creek, Gehring was a Managing Director, Director of Investment Management, and Chairman of the Investment Committee at Insight Capital Research and Management, Inc., a San Francisco Bay Area investment-management firm specializing in small-, small/mid-, and large-cap concentrated growth stock portfolios for institutional and individual clients. From 2001 to 2009 he served as Portfolio Manager for Insight's large-cap growth strategy, during a period when the firm's assets peaked at over $4 billion. His large-cap portfolio earned the *Emerging Manager Monthly* "Large-Cap Manager of the Year Award" in 2008. Earlier in his career he was associated with HomeFed Bank.

At Mission Creek, Gehring sits on the firm's investment committee and leads a practice focused on wealth management for individuals, families, executives, and entrepreneurs, alongside institutional services such as private-equity distribution management for limited partners, pension plans, endowments, foundations, and family offices. His stated personal philosophy quotes Babe Ruth: "You just can't beat the person who won't give up."

> Important accuracy note: The stub profile classified Charles Gehring as an "Angel Investor" writing "Seed Round" checks. Research does not support this. Mission Creek Capital Partners is a registered investment advisory and wealth-management firm; its own materials state it focuses on asset allocation, risk management, and tax efficiency and provide no indication of angel or venture/seed startup investing. The sections below reflect what is verifiable rather than the stub classification.

• Discipline, not startups: Mission Creek describes a "disciplined investment approach" centered on asset allocation, risk management, cost reduction, and tax minimization under a fiduciary standard — public-market and private-equity distribution portfolios, not early-stage equity.
• Concentrated-stock and liquidity events: A signature specialty is helping executives and entrepreneurs manage concentrated single-stock positions and equity compensation (ISO/NSO/restricted stock), including transition and diversification strategies around liquidity events.
• Institutional private-equity distribution management: For LPs, pensions, endowments, foundations, and family offices, the firm manages the in-kind stock distributions that flow out of private-equity funds.
• No public angel/seed thesis: No stated startup investment thesis, check size, or target company profile for Gehring could be found in any primary source.