BANCREEK CAPITAL ADVISORS, LLC
CRD #328736 SEC #801-129011 SANTA MONICA, CA 424-252-4813
SEC Registered
Total AUM
$146.5M
Discretionary
$146.5M
Employees
4
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PACHMAN, ERIC, STUART | I | CHIEF ANALYTICS OFFICER | NA | Control |
| PACHMAN, ERIC, STUART | I | CHIEF ANALYTICS OFFICER | NA | Control |
| PACHMAN, ERIC, STUART | I | CHIEF ANALYTICS OFFICER | NA | Control |
| PACHMAN, ERIC, STUART | I | CHIEF ANALYTICS OFFICER | NA | Control |
| POLLI, KEVIN, FRANCIS | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLI, KEVIN, FRANCIS | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLI, KEVIN, FRANCIS | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLI, KEVIN, FRANCIS | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| SKATOFF, ANDREW, LOREN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKATOFF, ANDREW, LOREN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKATOFF, ANDREW, LOREN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SKATOFF, ANDREW, LOREN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YEN, ANTON, YA-NAN | I | CHIEF DATA SCIENTIST | NA | Control |
| YEN, ANTON, YA-NAN | I | CHIEF DATA SCIENTIST | NA | Control |
| YEN, ANTON, YA-NAN | I | CHIEF DATA SCIENTIST | NA | Control |
| YEN, ANTON, YA-NAN | I | CHIEF DATA SCIENTIST | NA | Control |
| BANCREEK CAPITAL MANAGEMENT, LP | DE | SOLE MEMBER | E | Control |
| BANCREEK CAPITAL MANAGEMENT, LP | DE | MANAGING MEMBER | D | Control |
| BANCREEK CAPITAL MANAGEMENT, LP | DE | MANAGING MEMBER | D | Control |
| BANCREEK CAPITAL MANAGEMENT, LP | DE | MANAGING MEMBER | D | Control |
| DGR INVESTMENTS, LLC | DE | MEMBER | B | |
| DGR INVESTMENTS, LLC | DE | MEMBER | B | |
| DGR INVESTMENTS, LLC | DE | MEMBER | B | |
| TR CAPITAL INVESTMENTS 2, LLC | DE | MEMBER | B | |
| TR CAPITAL INVESTMENTS 2, LLC | DE | MEMBER | B | |
| TR CAPITAL INVESTMENTS 2, LLC | DE | MEMBER | B | |
| JB BCA, LLC | DE | MEMBER | A | |
| JB BCA, LLC | DE | MEMBER | A | |
| JB BCA, LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRONFMAN, STEPHANIE, ALEXANDRA | I | JEREMY BRONFMAN 2015 FAMILY TRUST | F | |
| GLASSMAN, SAMPSON | I | TR CAPITAL INVESTMENTS 2, LLC | F | |
| GLASSMAN, SAMPSON, CHAIM | I | TR CAPITAL INVESTMENTS 2, LLC | F | |
| LINOA, LLC | DE | BANCREEK CAPITAL MANAGEMENT, LP | F | Control |
| LINOA, LLC | DE | BANCREEK CAPITAL MANAGEMENT, LP | F | Control |
| LINOA, LLC | DE | BANCREEK CAPITAL MANAGEMENT, LP | F | Control |
| JEREMY BRONFMAN 2015 FAMILY TRUST | DE | JB BCA, LLC | E | |
| JEREMY BRONFMAN 2015 FAMILY TRUST | DE | JB BCA, LLC | E | |
| DICKEN, MATTHEW, JAMES | I | DGR INVESTMENTS, LLC | D | |
| DICKEN, MATTHEW, JAMES | I | DGR INVESTMENTS, LLC | D | |
| GLASSMAN, SAMPSON | I | DGR INVESTMENTS, LLC | D | |
| GLASSMAN, SAMPSON, CHAIM | I | DGR INVESTMENTS, LLC | D | |
| SKATOFF, ANDREW, LOREN | I | LINOA, LLC | D | Control |
| SKATOFF, ANDREW, LOREN | I | LINOA, LLC | D | Control |
| SKATOFF, ANDREW, LOREN | I | LINOA, LLC | D | Control |
| DICKEN, MATTHEW, JAMES | I | TR CAPITAL INVESTMENTS 2, LLC | C | |
| DICKEN, MATTHEW, JAMES | I | TR CAPITAL INVESTMENTS 2, LLC | C |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (1)
CA
Address
401 WILSHIRE BLVD.SUITE 1200
SANTA MONICA, CA 90401
United States
Phone: 424-252-4813