SANTA MONICA, CACRD 341539Registration Status: ApprovedEffective since April 28, 2026Latest ADV May 27, 2026
Bancreek Capital Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated May 27, 2026, reports $11M in regulatory assets under management, 3 employees, and 1 account.
Assets Under Management
$11M
Employees
3
Offices
--
Total Clients
<5
Primary office
SANTA MONICA, CA
401 WILSHIRE BLVD., SUITE 1200, SANTA MONICA, CA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11Mas of May 27, 2026
Discretionary100.0%
$11M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$11M
Total Accounts1
10Y AUM Change+$11M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee0:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.