BRIDGECREEK INVESTMENT MANAGEMENT, LLC
Adviser information for BRIDGECREEK INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Oklahoma, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 60 | $800.0M |
Non-Discretionary | 0 | $0 |
Total | 60 | $800.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 56 | $750.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 4 | $50.0M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
4521 EAST 91ST STREET, SUITE 300TULSA
OK
United States
Monday - Friday, 8:00 A.M - 5:00 P.M.
Tel: 918-392-1990, Fax: 918-392-1991
Websites
Chief Compliance Officer
BRIAN GREGORY CARNEY
CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER
4521 EAST 91ST STREET, SUITE 300
TULSA
OK
United States
Tel:
918-392-1990
Fax:
918-392-1991
B******@************************M
(Full email address available in API data)
Regulatory Contact
CHUCK FULLER
CHIEF EXECUTIVE OFFICER
4521 EAST 91ST STREET, SUITE 300
TULSA
OK
United States
Tel:
918-392-1990
Fax:
918-392-1991
C******@************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
FULLER, LIONEL, CHARLES | Individual | – | CHIEF EXECUTIVE OFFICER | 08/2004 | 25-50% |
CARNEY, BRIAN, GREGORY | Individual | – | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | 08/2004 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed February 13th, 2024 for period ending December 31st, 2023
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AAON INC | COM PAR $0.004 | 206K | 3K | – |
ABBVIE INC | COM | 2M | 10K | – |
ADOBE INC | COM | 21M | 35K | – |
ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 7M | 223K | – |
AMAZON COM INC | COM | 30M | 195K | – |
AMERICAN TOWER CORP NEW | COM | 4M | 17K | – |
AMGEN INC | COM | 288K | 1K | – |
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 513K | 27K | – |
APOLLO GLOBAL MGMT INC | COM | 14M | 155K | – |
APPLE INC | COM | 35M | 182K | – |
BANK AMERICA CORP | COM | 2M | 63K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 535K | 2K | – |
BLACKSTONE MTG TR INC | COM CL A | 2M | 102K | – |
BLOCK INC | CL A | 774K | 10K | – |
BLUE OWL CAPITAL INC | COM CL A | 6M | 424K | – |
BOEING CO | COM | 264K | 1K | – |
BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 3K | 89K | – |
CAMPBELL SOUP CO | COM | 432K | 10K | – |
CAMPING WORLD HLDGS INC | CL A | 2M | 78K | – |
CHARGEPOINT HOLDINGS INC | COM CL A | 33K | 14K | – |
CHECK POINT SOFTWARE TECH LT | ORD | 535K | 4K | – |
CHENIERE ENERGY INC | COM NEW | 213K | 1K | – |
CHEVRON CORP NEW | COM | 855K | 6K | – |
CISCO SYS INC | COM | 760K | 15K | – |
CONOCOPHILLIPS | COM | 276K | 2K | – |
CONSTELLATION BRANDS INC | CL A | 8M | 35K | – |
CVS HEALTH CORP | COM | 5M | 66K | – |
DAVITA INC | COM | 367K | 4K | – |
DELL TECHNOLOGIES INC | CL C | 4M | 47K | – |
DEVON ENERGY CORP NEW | COM | 6M | 133K | – |
DIAMONDBACK ENERGY INC | COM | 5M | 30K | – |
DUTCH BROS INC | CL A | 917K | 29K | – |
ENPHASE ENERGY INC | COM | 591K | 4K | – |
ENTERPRISE PRODS PARTNERS L | COM | 5M | 188K | – |
EVERGY INC | COM | 5M | 89K | – |
EXXON MOBIL CORP | COM | 3M | 26K | – |
FREEPORT-MCMORAN INC | CL B | 2M | 40K | – |
GENERAC HLDGS INC | COM | 5M | 39K | – |
HEWLETT PACKARD ENTERPRISE C | COM | 268K | 16K | – |
HP INC | COM | 475K | 16K | – |
IDEXX LABS INC | COM | 25M | 45K | – |
IHEARTMEDIA INC | COM CL A | 27K | 10K | – |
ILLINOIS TOOL WKS INC | COM | 329K | 1K | – |
INTUITIVE SURGICAL INC | COM NEW | 23M | 69K | – |
INVESCO QQQ TR | UNIT SER 1 | 287K | 700 | – |
ISHARES TR | RUSSELL 2000 ETF | 246K | 1K | – |
ISHARES TR | RUS 1000 GRW ETF | 455K | 2K | – |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 274K | 5K | – |
JD.COM INC | SPON ADR CL A | 838K | 29K | – |
JPMORGAN CHASE & CO | COM | 10M | 58K | – |
KEURIG DR PEPPER INC | COM | 727K | 22K | – |
KLA CORP | COM NEW | 5M | 9K | – |
MARKETAXESS HLDGS INC | COM | 4M | 15K | – |
MARRIOTT INTL INC NEW | CL A | 4M | 17K | – |
MASTERCARD INCORPORATED | CL A | 11M | 25K | – |
MEDICAL PPTYS TRUST INC | COM | 628K | 128K | – |
MERCADOLIBRE INC | COM | 4M | 3K | – |
MERCK & CO INC | COM | 4M | 40K | – |
MICROSOFT CORP | COM | 6M | 17K | – |
MORGAN STANLEY | COM NEW | 15M | 162K | – |
MSA SAFETY INC | COM | 506K | 3K | – |
MSCI INC | COM | 17M | 30K | – |
MYMD PHARMACEUTICALS INC | COM | 8K | 30K | – |
NGL ENERGY PARTNERS LP | COM UNIT REPST | 334K | 60K | – |
NUVEEN QUALITY MUNCP INCOME | COM | 172K | 15K | – |
NVIDIA CORPORATION | COM | 46M | 93K | – |
OGE ENERGY CORP | COM | 5M | 155K | – |
ON HLDG AG | NAMEN AKT A | 1M | 41K | – |
ONEOK INC NEW | COM | 12M | 168K | – |
PALO ALTO NETWORKS INC | COM | 4M | 15K | – |
PAYCHEX INC | COM | 314K | 3K | – |
PAYCOM SOFTWARE INC | COM | 14M | 66K | – |
PHILLIPS 66 | COM | 13M | 100K | – |
PIONEER NAT RES CO | COM | 3M | 14K | – |
PROGRESS SOFTWARE CORP | COM | 760K | 14K | – |
PRUDENTIAL FINL INC | COM | 5M | 51K | – |
SALESFORCE INC | COM | 18M | 68K | – |
SCHWAB CHARLES CORP | COM | 4M | 55K | – |
SCOTTS MIRACLE-GRO CO | CL A | 3M | 45K | – |
SELECT SECTOR SPDR TR | ENERGY | 244K | 3K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 879K | 5K | – |
SERVICENOW INC | COM | 2M | 3K | – |
SPDR S&P 500 ETF TR | TR UNIT | 285K | 600 | – |
STARWOOD PPTY TR INC | COM | 5M | 244K | – |
STONEX GROUP INC | COM | 1M | 19K | – |
SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 14M | 237K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 1M | 11K | – |
TESLA INC | COM | 9M | 36K | – |
TEXAS ROADHOUSE INC | COM | 5M | 38K | – |
T-MOBILE US INC | COM | 7M | 41K | – |
UNITEDHEALTH GROUP INC | COM | 14M | 26K | – |
WALMART INC | COM | 7M | 47K | – |
WEST PHARMACEUTICAL SVSC INC | COM | 783K | 2K | – |
WESTERN ASSET MUN HIGH INCOM | COM | 193K | 30K | – |
WILLIAMS COS INC | COM | 4M | 120K | – |