Bancreek Capital Management, LP

RIASEC RegisteredEst. 2021
Total AUM
$49.3M
Discretionary
$49.3M
100% of AUM
Avg account
$24.7M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
Santa Monica, California
CRD number
312900
Registered since
March 5, 2021
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Other58.03%
  • Pooled Investment Vehicles41.97%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bancreek Capital Management, LP is a small, SEC-registered investment adviser organized as a limited partnership and classified as a hedge fund. The firm registered with the SEC in 2021 and reports a client base skewed toward institutional investors while also offering portfolio management for individuals, small businesses, and pooled investment vehicles. Its business mix includes acting as an adviser and as a sponsor/GP or managing member of pooled investment vehicles. Fee arrangements include a combination of AUM-based fees, fixed fees and performance-based fees. Bancreek is not an active ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 3
  • Andrew Skatoff

    Andrew Skatoff

    Founder & Chief Investment OfficerCRD 7335800

  • Kevin Polli

    Kevin Polli

    Chief Financial Officer & Chief Compliance OfficerCRD 7384005

  • Anton Yen

    Anton Yen

    Chief Data ScientistCRD 7392312

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
401 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth