Creede Murphy
Get their honest, personalized take on your startup.
Sign in to pitch Creede →At a glance
- Full Name
- Creede Everett Murphy
- Title
- Wealth Advisor, CFP® (Mission Wealth); formerly Chief Operating Officer & Portfolio Manager (American Assets Capital Advisers)
- Firm
- Mission Wealth (current); American Assets Capital Advisers, LLC (former, tied to the [hidden] email)
- Firm Type
- Registered investment adviser / asset management — *not* an angel or venture firm (see note below)
- Investment Stage
- Public/real-estate securities and wealth management. No documented angel/seed-stage startup activity.
- Sector Focus
- Real estate securities (global REITs and real estate finance); comprehensive wealth management, financial and estate planning
- Geographic Focus
- United States (global real estate securities at AAC); client base in San Diego and Los Angeles
- Location
- San Diego / Southern California
Background
Creede Murphy spent more than 14 years as Chief Operating Officer and Portfolio Manager at American Assets Capital Advisers, LLC (AAC), a San Diego–based registered investment adviser specializing in global real estate securities — REITs and real estate finance — for both institutional and individual clients through separate accounts and mutual funds. At AAC he helped build the boutique firm from roughly $1 million in assets under management to over $1 billion, raised hundreds of millions of dollars in client capital, and the firm earned multiple industry awards for investment performance. His email on the investor list, [hidden], dates from this tenure.
He has since moved into private wealth management, joining Mission Wealth as a Wealth Advisor serving clients in San Diego and Los Angeles. There he focuses on financial planning, estate planning, asset protection, tax planning, and portfolio management, emphasizing long-term client relationships and "connecting money to purpose." A characteristic line from his bio: *"Planning is important, but the most important part of every plan is to plan on the plan not going according to plan."*
Murphy's education is unusually cross-disciplinary. He holds an MBA from UC San Diego's Rady School of Management, a Master of Architecture, and a Bachelor of Arts from the University of New Mexico, and he is a licensed architect. He studied Modern Portfolio Theory under Nobel laureate Harry Markowitz. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a FINRA Series 65 license, with his adviser record filed under CRD #6235625.
Investment Thesis & Focus
- Career specialty is publicly traded real estate securities — global REITs and real estate finance — not private startups. At AAC his work centered on investment strategy and asset allocation within the real estate sector.
- Grounded in Modern Portfolio Theory (studied directly under Harry Markowitz), emphasizing diversification and risk-adjusted return.
- As a wealth advisor, his "yes" is oriented around holistic financial planning: matching portfolio construction to a client's long-term goals, estate/tax situation, and risk tolerance rather than backing individual companies.
- No publicly stated seed/angel investment thesis exists; any claim of one would be fabricated.
Notable Investments
- No individual angel or seed-stage portfolio companies are documented in public sources for Creede Murphy.
- His track record is institutional: growing American Assets Capital Advisers' real-estate-securities strategies from ~$1M to $1B+ in AUM and managing REIT/real estate finance mandates for institutions and individuals.
Unlock the full research
Get how to approach them, recent activity, sources, contact links — plus pitch their AI twin for a candid read on your raise.
One-time. Stays unlocked for you.