Bent Creek Capital LLC

RIAState Registered
Total AUM
$563K
Discretionary
$563K
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, independent RIA formed as an LLC and registered in California. The firm is owned by an individual and focuses on portfolio management for individual investors and small businesses. Its stated fee model is a percentage of assets under management. The firm does not position itself as a capital allocator and does not list ESG investing or pension consulting among its activities. The ADV-derived profile indicates a narrow operational footprint: the adviser is not multi-state, not newly formed, and does not identify related-adviser activity. Given the firm's size and client focus, its practice appears concentrated on discretionary portfolio management rather than broader institutional or fiduciary services.

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

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Client base

Client personas

Asset composition

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

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth