Bent Creek Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$562,043
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$281,022
About
Bent Creek Capital LLC provides discretionary investment supervisory services and portfolio management primarily to high-net-worth individuals and corporate/business clients, operating with a very small client base and approximately $562,043 in discretionary assets under management. The firm charges percentage-of-AUM fees and uses an investment minimum that may be waived based on client needs.
The firm’s investment approach is grounded in fundamental analysis and long-term thematic ideas, with an expressed near-term emphasis on energy-sector and North American equities. Strategies are implemented through a proprietary “Spoke Fund®” hub-and-spoke model—where the manager’s personal account serves as the hub and trades are executed pro rata across synchronized client accounts—and the firm may use both long- and short-term trading, as well as selected private placements, REITs and other security types.
Notable distinctions include the hub-and-spoke trading structure that aligns the manager’s own capital with client portfolios and a requirement that clients use the firm’s chosen custodian (Interactive Brokers), which limits client-directed brokerage. The firm also states it will rarely block trade, does not accept performance-based fees, and may decline or end relationships if client restrictions would prevent it from delivering its standard services.
Client services
Portfolio management
Diligence reviews
Expertise
Active portfolio management
Concentrated stock management
Private / alternative investments
Fee options
$1 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.80% annually $4,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.50% annually
Account minimum: $20,000 Fee-only: Investment advisory fees only, no commission-based compensation.
Main office location
Bent Creek Capital LLC
San Ramon CA, United States
Number of offices
1
Most active in
Bent Creek Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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