Data / Investment advisers / California / Bancreek Capital Advisors, LLC
Bancreek Capital Advisors, LLC, Santa Monica, CA: $187 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bancreek Capital Advisors, LLC is an SEC registered investment adviser with its main office in Santa Monica, California and reports $187 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 328736
- SEC file number
- 801-129011
- SEC status
- Approved, effective November 3, 2023
- Main office
- 401 Wilshire Blvd. Suite 1200, Santa Monica, CA 90401
- Phone
- (424) 252-4813
- Website
- bancreek.com
- Regulatory AUM
- $187,138,974 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $187,138,974
- Accounts
- 3
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $187.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $187.1 million | March 18, 2026 |
| December 1, 2025 | $146.5 million | March 27, 2025 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gotham Green Partners, LLC | Santa Monica | $334.8 million | 13 | adviserinfo.sec.gov |
| HW Capital LLC | Santa Monica | $321 million | Not listed | adviserinfo.sec.gov |
| Victus Capital Wealth | Santa Monica | $280.1 million | Not listed | adviserinfo.sec.gov |
| Rivonia Road Capital LLC | Santa Monica | $246 million | 5 | adviserinfo.sec.gov |
| Bengal Asset Management, LLC | Santa Monica | $197.6 million | 2 | adviserinfo.sec.gov |
| Angeles Family Office | Santa Monica | $182 million | Not listed | adviserinfo.sec.gov |
| Counter Global, L.P. | Santa Monica | $172.7 million | 1 | adviserinfo.sec.gov |
| Light Capital LLC | Santa Monica | $135.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Bancreek Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.