DFX Intelligence
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SEC-registered adviser
B••••••• C•••••• M••••••••• L•
Latest filing Mar 24, 2026
First filing on the tape Feb 4, 2021 · 11 filings
SEC status approved since Mar 5, 2021
RAUM
$49.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$49.3M as of Mar 24, 2026
Mar 31, 2022$171M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 31, 20220 then
Employees (5.A)3 as of Mar 24, 2026
Mar 31, 20224 then
Private funds1 as of Mar 24, 2026
Mar 31, 20221 then
RAUM -61% over the last fiscal year-36% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $24.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -61%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$20.7M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.42 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• G••••••••• F•••• L• | Hedge Fund | $35.7M | 54 | Jul 2, 2021 |
| B••••••• P••••••• F•••• L• | Hedge Fund | $28.6M | 20 | Aug 16, 2022 |
Owners and control persons
Schedule A and B, latest filing
- P••••••• E•••• S••••• · Chief Analytics Officercontrolsince 02/2021 · owns 5% to 10%
- P••••• K••••• F•••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 02/2021 · owns 5% to 10%
- S••••••• A•••••• L•••• · Chief Investment Officercontrolsince 02/2021 · owns 50% to 75%
- Y••• A••••• Y••••• · Chief Data Scientistcontrolsince 02/2021 · owns 5% to 10%
- S••••••• A•••••• L•••• · Managing Membercontrolsince 02/2021 · owns 75% or more of L••••• L••
Entity owners
- L••••• L•• · General Partnerdirect · owns less than 5%
- B••••• C•••••• P•••••••• L• · Limited Partnerdirect · owns 10% to 25%
- B••••• M••••••••• L•• · General Partnerindirect · owns F of B••••• C•••••• P•••••••• L•
Related persons
Schedule D 7.A
- B••••••• C•••••• A•••••••• L••investment adviseryRAUM $187M
- B••••••• G••••••••• G•• L••pooled vehicle sponsorn
Advisers that list B••••••• C•••••• M••••••••• L• as a related person
- 328736 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 2Mar 27, 2025 to Mar 24, 2026
- Advisory employees · 3 to 2Mar 27, 2025 to Mar 24, 2026
- Pooled vehicle clients · 4 to 1Mar 27, 2025 to Mar 24, 2026
- Employees · 4 to 3Mar 27, 2025 to Mar 24, 2026
- Private funds · 2 to 1Mar 27, 2025 to Mar 24, 2026
- Discretionary RAUM · $125M to $49.3MMar 27, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $122M to $20.7MMar 27, 2025 to Mar 24, 2026
- RAUM · $125M to $49.3MMar 27, 2025 to Mar 24, 2026
- Accounts · 6 to 4Jun 4, 2024 to Mar 27, 2025
- Pooled vehicle clients · 6 to 4Jun 4, 2024 to Mar 27, 2025
- Financial planning clients · unset to Jun 4, 2024 to Mar 27, 2025
- Discretionary RAUM · $203M to $125MJun 4, 2024 to Mar 27, 2025
- Individual RAUM · 3194146.0 to unsetJun 4, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $200M to $122MJun 4, 2024 to Mar 27, 2025
- RAUM · $203M to $125MJun 4, 2024 to Mar 27, 2025
- Accounts · 10 to 6May 26, 2023 to Mar 26, 2024
- Advisory employees · 4 to 3May 26, 2023 to Mar 26, 2024
- Discretionary RAUM · $185M to $203MMay 26, 2023 to Mar 26, 2024
- Individual RAUM · unset to 3194146.0May 26, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $181M to $200MMay 26, 2023 to Mar 26, 2024
- RAUM · $185M to $203MMay 26, 2023 to Mar 26, 2024
- Related adviser · false to trueMay 26, 2023 to Mar 26, 2024
- Discretionary RAUM · $219M to $185MAug 16, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $212M to $181MAug 16, 2022 to Mar 30, 2023
- RAUM · $219M to $185MAug 16, 2022 to Mar 30, 2023
- Accounts · 9 to 10Jun 9, 2022 to Aug 16, 2022
- Pooled vehicle clients · 5 to 6Jun 9, 2022 to Aug 16, 2022
- Private funds · 1 to 2Jun 9, 2022 to Aug 16, 2022
- Discretionary RAUM · $171M to $219MJun 9, 2022 to Aug 16, 2022
- Pooled vehicle RAUM · $164M to $212MJun 9, 2022 to Aug 16, 2022
- RAUM · $171M to $219MJun 9, 2022 to Aug 16, 2022
- Accounts · 6 to 9Jul 2, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 5Jul 2, 2021 to Mar 31, 2022
- Discretionary RAUM · $104M to $171MJul 2, 2021 to Mar 31, 2022
- Individual RAUM · 1070580.0 to unsetJul 2, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $101M to $164MJul 2, 2021 to Mar 31, 2022
- RAUM · $104M to $171MJul 2, 2021 to Mar 31, 2022
- Accounts · unset to 6.0Feb 4, 2021 to Jul 2, 2021
- Advisory employees · 1 to 4Feb 4, 2021 to Jul 2, 2021
- Business name · B••••• C•••• C•••••• M••••••••• L• to B••••••• C•••••• M••••••••• L•Feb 4, 2021 to Jul 2, 2021
Signals
4 dated events
- Francis Kevin Polli (Chief Financial Officer & Chief Compliance Officer) appeared on Schedule A of B••••••• C•••••• M••••••••• L•Jul 2, 2021 · Control person joined · fact
- Stuart Eric Pachman (Chief Analytics Officer) appeared on Schedule A of B••••••• C•••••• M••••••••• L•Jul 2, 2021 · Control person joined · fact
- Ya-Nan Anton Yen (Chief Data Scientist) appeared on Schedule A of B••••••• C•••••• M••••••••• L•Jul 2, 2021 · Control person joined · fact
- B••••• C•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Feb 4, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••• C•••••• M••••••••• L• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bancreek-capital-management-lp/aboutreportedpublic record, Form ADV, Mar 24, 2026
- Principal office phone
- 424-252-4813 (EXT 5013)reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026