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Bridgecreek Investment Management LLC
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CRD # | 132519 |
SEC # | 801-63411 |
CIK # | 0001370629 |
AUM | $800.0 MM (2023-03-30) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 918-392-1990 |
Address | 4521 East 91st Street, Suite 300 Tulsa, OK 74137 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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CIK | Period |
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0001370629 | |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 56 | 750.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 4 | 50.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 60 | 800.0 |
By Discretionary | ||
Discretionary | 60 | 800.0 |
Non-Discretionary | 0 | 0.0 |
Total | 60 | 800.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 800.0 | |
Total | 60 | 800.0 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001370629] |
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North Point Portfolio Managers Corporation
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Baseline Wealth Management Ltd
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0.8 | |
Callahan Advisors LLC
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TX | 0.8 |
American Financial Advisors LLC
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GA | 0.8 |
McGowan Group Asset Management Inc
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TX | 0.8 |
Stepp & Rothwell Inc
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KS | 0.8 |