B
$562.0K Total AUM
$562.0K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-17-2017
- Office Locations
- 1
Office Locations
-- SAN Ramon CA
About Bent Creek Capital LLC
Bent Creek Capital LLC is a SAN Ramon-based RIA. The firm has been operating for 9 years. Managing $562.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
49 AVG AGE
$562.0K AVG AUM / ADVISOR
$281.0K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SUMIT SARKAR
Investment Advisor, Managing Member, Owner
- CRD
- #5202642
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $562,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $562,043 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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