A complete list of active advisors currently associated with Bent Creek Capital LLC

Warmer can help you find a great advisor at Bent Creek Capital LLC or one who fits your needs even better.

Bent Creek Capital LLC provides discretionary portfolio management and investment supervisory services to individuals, high‑net‑worth individuals, and business entities, typically on a percentage‑of‑AUM basis. The firm manages a small number of client accounts and implements client portfolios through a model in which investor accounts are synchronized to a manager‑held “hub” portfolio (Spoke Fund®) executed via an independent custodian. The firm’s investment process relies on fundamental analysis and long‑term thematic sector selection, with a stated emphasis on energy‑related companies and a North American focus, while employing both long‑ and short‑term trading where appropriate. Client risk tolerances and investment policies are documented in written investment policy statements, and the adviser may also invest in private placements, REITs, MLPs, and other alternative instruments when deemed suitable. Distinctive features include the hub‑and‑spoke execution model that links the adviser’s personal account to client models, and the firm’s requirement that clients use its recommended custodian, which can limit clients’ choice of broker. The firm operates as a single‑advisor practice with modest assets and few clients, occasionally conducts short‑term diligence work for third parties, and has been subject to regulatory examinations in recent years.

To learn more about the advisors currently working at Bent Creek Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.