← Back to searchVisit website
BANCREEK CAPITAL ADVISORS, LLC
CRD 328736 · SEC 801-129011
401 WILSHIRE BLVD., SUITE 1200, SANTA MONICA, CA, 90401, United States
Phone
424-252-4813
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.1M
Discretionary AUM
$187.1M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $187.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD