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Sumit S

Series 63, Series 65

San Ramon, CA

Bent Creek Capital LLC

Sumit Sarkar is a financial advisor at Bent Creek Capital LLC in San Ramon, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Bent Creek Capital since 2017 following a brief period as a self-employed advisor in 2016. Bent Creek Capital LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high-net-worth clients, and business entities, using a hub-and-spoke model to synchronize client accounts with a manager-held portfolio. The firm focuses on fundamental analysis and thematic sector selection, particularly in energy-related companies with a North American emphasis, and employs both long- and short-term trading strategies as appropriate.

Active portfolio management Private / alternative investments Real estate investing
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