Bancreek Capital Advisors, LLC
Bancreek Capital Advisors, LLC is an SEC-registered ria in Santa Monica, CA with $187.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Bancreek Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328736, SEC 801-129011, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $187.1M (2026-03-18)
- Firm type
- Ria
- Location
- Santa Monica, CA
- Employees
- 3
- CRD
- 328736
- Ownership
- BANCREEK CAPITAL MANAGEMENT, LP; SKATOFF, ANDREW, LOREN; POLLI, KEVIN, FRANCIS; DICKEN, MATTHEW, JAMES; BRONFMAN, STEPHANIE, ALEXANDRA
How much AUM does Bancreek Capital Advisors, LLC have?
Bancreek Capital Advisors, LLC reported $187.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Bancreek Capital Advisors, LLC?
Disclosed owners and executives of Bancreek Capital Advisors, LLC include BANCREEK CAPITAL MANAGEMENT, LP, SKATOFF, ANDREW, LOREN, POLLI, KEVIN, FRANCIS, DICKEN, MATTHEW, JAMES, BRONFMAN, STEPHANIE, ALEXANDRA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.