Bridgecreek Financial Group

Overview

Bridgecreek Financial Group is an independent registered investment adviser organized as an LLC that provides discretionary portfolio management to both individuals/families and institutions. The firm is SEC-registered, with registration recorded in 2026, and operates on a percentage-of-AUM fee model. Its advisory remit covers separately managed accounts for individuals and small businesses as well as portfolio management for businesses or institutional clients. Bridgecreek does not present itself as a capital allocator and reports it is not an active ESG investor. The firm also has affiliations indicating roles as an investment adviser-sponsor and as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives