Bancreek Capital Strategies, LLC
Bancreek Capital Strategies, LLC is an SEC-registered ria with $11.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bancreek Capital Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 341539, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $11.2M (2026-05-27)
- Firm type
- Ria
- Employees
- 3
- CRD
- 341539
- Ownership
- POLLI, KEVIN, FRANCIS; YEN, ANTON, YA-NAN; LINOA, LLC; BANCREEK CAPITAL MANAGEMENT, LP; THE SERRANO FAMILY TRUST, ESTABLISHED AUGUST 29, 2006
How much AUM does Bancreek Capital Strategies, LLC have?
Bancreek Capital Strategies, LLC reported $11.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Bancreek Capital Strategies, LLC?
Disclosed owners and executives of Bancreek Capital Strategies, LLC include POLLI, KEVIN, FRANCIS, YEN, ANTON, YA-NAN, LINOA, LLC, BANCREEK CAPITAL MANAGEMENT, LP, THE SERRANO FAMILY TRUST, ESTABLISHED AUGUST 29, 2006. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.