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 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.

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.