SourcingSourcing

BANCREEK CAPITAL MANAGEMENT, LP

B53
CRD 312900·SEC 801-120461·SANTA MONICA, CA
AUM
$49.3M
$25M-$100M
Est. Revenue
$493K
@ 1% on AUM
Est. EBITDA
$148K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BANCREEK CAPITAL MANAGEMENT, LP
CRD
312900
SEC file #
801-120461
EIN
861675939
DBA names
—

Economics

AUM
$49.3M
AUM band
$25M-$100M
AUM trajectory
'22'26
$103.6M → $49.3M▼ -52%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
4 advisors → 2 advisors▼ -50%
Primary office
SANTA MONICA CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SKATOFF, ANDREW, LOREN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SKATOFF, ANDREW, LOREN
BELFER CAPITAL PARTNERS, LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001852042
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2021-03-24
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001852042-26-000004
Edgar Form D Count
2
Edgar Form D Offerings
2025-09-152025-09-15 · 0001852042-25-000002
2021-03-242021-03-24 · 0001852042-21-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan5
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
401 WILSHIRE BLVD. SUITE 1200SANTA MONICA, CA 90401
Business
401 WILSHIRE BLVD. SUITE 1200SANTA MONICA, CA 90401
Edgar EIN
861675939
Edgar Recent Filings
13F-HR2026-05-05 · 0001852042-26-000004
13F-HR2026-02-10 · 0001852042-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7335800
Trust Company Affiliate
No

People (3)

3
SKATOFF, ANDREW, LOREN
Direct Owner · 62.5%
7335800
POLLI, KEVIN, FRANCIS
Direct Owner · 7.5%
7384005
YEN, ANTON, YA-NAN
Direct Owner · 7.5%
7392312