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BANCREEK CAPITAL MANAGEMENT, LP

SANTA MONICA, CA · CRD 312900 · IAPD ↗ · 424-252-4813 (EXT 5013)

$49.3MRegulatory AUM
2Advisory reps
3Employees
2Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BANCREEK CAPITAL MANAGEMENT, LP reported RAUM down 61% ($125.2M -> $49.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — BANCREEK CAPITAL MANAGEMENT, LP reported RAUM down 38% ($203.4M -> $125.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.