Bancreek Capital Strategies, LLC: new SEC registration, $11M AUM, Santa Monica, CA
Bancreek Capital Strategies, LLC (Santa Monica, California): new SEC registration, $11M AUM, Santa Monica, CA. Its amount of 11 is below the median of 135 (2nd percentile). Dated 191 days ago, it serves as a historical benchmark. Score 25/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 11 · 2th percentile of 1,225 NewRiaPulse records · 0.1x the median
Free preview: all 10 published fields of this record are shown below. Locked: 165 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Bancreek Capital Strategies, LLC |
| Legal name | Bancreek Capital Strategies, LLC |
| CRD | 341539 |
| Status | Approved |
| Registered with the SEC | 2026-04-28 |
| Latest Form ADV filing | 2026-05-27 |
| Location | Santa Monica, CA, United States |
| Regulatory AUM | $11,199,528 |
| Accounts | 1 |
| Employees | 3 |
| amount percentile | 2th of 1,225 (median 135, 0.1x median) |
| Peer records CSV (166 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-28
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Bancreek Capital Strategies, LLC and 166 California peers
- California NewRiaPulse records like this one: 166
- Bancreek Capital Strategies, LLC's amount: 2nd percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $33,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
25 / 100 Score
What is the NewRiaPulse record for Bancreek Capital Strategies, LLC in Santa Monica, California?
Bancreek Capital Strategies, LLC received SEC registration as an investment adviser (2026-04-28) with $11,199,528 in regulatory assets under management, based in Santa Monica, CA.
How does Bancreek Capital Strategies, LLC compare to other California NewRiaPulse records?
Its amount of 11 is below the median (2th percentile); smaller records often move faster and face less competition. It is 191 days old; check the official source for later updates before acting. Its Score of 25/100 is modest; treat it as background rather than a priority.
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.