← Tributary

BANCREEK CAPITAL STRATEGIES, LLC

SANTA MONICA, CA · CRD 341539 · IAPD ↗ · 424-252-4813, EXT 5013

$11.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
May 2026 — BANCREEK CAPITAL STRATEGIES, LLC (SANTA MONICA, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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