Bridge Creek Capital Management LLC (West Barnstable)

Bridge Creek Capital Management LLC is a large advisory firm based in West Barnstable. It manages $266.89 million of regulatory assets for 303 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Florida, Massachusetts, and New York.

Bridge Creek Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bridge Creek Capital Management: assets under management

The assets under management (AUM) of Bridge Creek Capital Management LLC is $266.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 84% since the beginning of its operation, and $586.68 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $266.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $880.83 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is government bonds, which make up 13% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bridge Creek Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bridge Creek Capital Management serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Bridge Creek Capital Management is individuals with 287 clients and $207.15 million of assets under management. Among the 12 most similar advisory firms, Bridge Creek Capital Management has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $266.89 million for 303 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Bridge Creek Capital Management doesn't advise any private funds.

Careers at Bridge Creek Capital Management LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barry Nathan Paster	Sole member, chief compliance officer	1 May 2006	75% - 100%	2572318

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bridge Creek Capital Management Llc	Member	1 May 2006	75% - 100%	141001

Based in West Barnstable

The principal office where Bridge Creek Capital Management LLC performs its advisory services is located at 1095 Main Street, West Barnstable, MA 02668 0648 The mailing address of the firm is 1095 Main Street, West Barnstable, MA 02668 0648. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-362-9566 or by fax 508-362-7064. The normal business hours are 8 a.m. - 4:30 p.m. on Monday - Friday.