Bent Creek Capital LLC

RIASEC Registered
Total AUM
$562K
Discretionary
$562K
100% of AUM
Avg account
$281K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
286241
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bent Creek Capital LLC is a small, owner-operated investment adviser that provides discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports a clear equity preference: its reported assets are concentrated in exchange-traded equities. Bent Creek Capital is not marked as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities. Its business model centers on direct portfolio management rather than acting as a capital allocator. The firm also reports access to third-party alternative managers. Those alternative exposures are identified as hedge funds and private placements, with mutual funds listed as an additional investment vehicle. Given the firm’s scale, alternative allocations are most likely obtained through external fund managers or placement opportunities rather than an internal private-investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

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

Contacts

1 of 1
  • Sumit Sarkar

    Managing MemberCRD 5202642

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth