Bridgecreek Financial Group

Overview

Bridgecreek Financial Group is an LLC that provides portfolio management to both individual/family clients and institutional or business clients. The firm is SEC-registered (2026) and is owned by a mix of a domestic entity and an individual. It charges clients on a percentage-of-AUM basis, does not position itself as a capital allocator, and reports it is not an active ESG investor or a multistate adviser. Reported advisory services focus on portfolio management for individuals/small businesses and for businesses or institutions. Industry affiliations indicate the firm also serves as an investment adviser and acts as a sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives