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Member · Bancreek Capital Strategies, LLC

Marc Leferman

CRD 8278891 · Named on Form ADV at one SEC-registered adviser

At a glance

Bancreek Capital Strategies, LLC, an SEC-registered asset manager based in Santa Monica, CA with $11 million in regulatory assets, lists Marc Leferman on its Form ADV as Member.

Firms and roles

AtlasMembers

Marc’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Andrew L. SkatoffChief Executive Officer and Chief Investment Officer, Bancreek Capital Strategies, LLC
  • Kevin F. PolliChief Financial Officer & Chief Compliance Officer, Bancreek Capital Strategies, LLC
  • Anton Y. YenChief Data Scientist, Bancreek Capital Strategies, LLC
  • James E. SchmidtMember, Bancreek Capital Strategies, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.