BANCREEK CAPITAL MANAGEMENT, LP

401 Wilshire Blvd
Suite 1200
Santa Monica, California 90401
Tel: 424-252-4813 (EXT 5013)

About BANCREEK CAPITAL MANAGEMENT, LP

BANCREEK CAPITAL MANAGEMENT, LP, formally registered with the SEC as BANCREEK CAPITAL MANAGEMENT, LP. The firm was established in 03/05/2021. They have over 1 offices throughout the country.

BANCREEK CAPITAL MANAGEMENT, LP is a Santa Monica, California based Financial Planning firm with nearly $203,363,797 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312900
SEC#	801-120461
Assets Managed by Firm	$203,363,797
No. of Clients	6
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$203,363,797
Individuals (other than high net worth individuals)	Fewer than 5 clients	$3,194,146

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