9AT: BRIDGE CREEK CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date	02/12/2026
Registration status	Terminated
ADV Location	WEST BARNSTABLE, MA, United States
Contact Info	508 xxxxxxx
Websites

AUM^*	470,585,289 14%
of that, discretionary	470,585,289 14%
Number of Employees	5
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	506,006 11%
% High Net Worth	5.04% 37%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser EVER GREEN WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM80.3m	#Funds-
Adviser PACIFIC FINANCIAL STRATEGIES, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM201.2m	#Funds-
Adviser MRA ADVISORY GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM361.3m	#Funds-
Adviser FISHER FINANCIAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM180.0m	#Funds-
Adviser COOPER FINANCIAL SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM184.1m	#Funds-
Adviser TERRA WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM152.0m	#Funds-
Adviser SLOAN INVESTMENT MANAGEMENT, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM716.2m	#Funds-
Adviser EMPOWER WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM349.3m	#Funds-
Adviser SAVVI FINANCIAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM44.7m	#Funds-
Adviser PECONIC ASSET PLANNING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM64.6m	#Funds-

Brochure Summary

Overview

Bridge Creek Capital Management LLC (Bridge Creek) manages stock and bond portfolios for individuals, trusts, retirement plans, businesses, corporations, partnerships, holding companies, endowments and non-profit organizations. Warren Asset Management, the predecessor firm to Bridge Creek, was founded in the fall of 1991. Bridge Creek was founded in the spring of 2006, succeeding to the business of Warren Asset Management, a partnership of which Barry Paster was a partner. Bridge Creek’s sole owner is now Barry Paster. At December 31, 2023, Bridge Creek managed $414.0 million on a discretionary basis. The firm’s primary mission is to serve clients’ investment needs and objectives, emphasizing personal service and attention to detail. Growth in assets after taxes and inflation; income generation; and capital preservation are typical objectives chosen by clients. Portfolios are generally composed of common stocks, preferred stocks, REITs, bonds, mutual funds and short-term cash substitutes, like money market funds and U.S. Treasury bills. Emphasis on different objectives varies with each client. Investment portfolios

are designed to meet financial goals by first understanding each client’s needs, objectives and expectations. Each prospective client is interviewed to form an investment profile and determine whether Bridge Creek is appropriate to meet that client’s financial objectives. Within that framework, clients either choose or are guided to what mix of investment classes (equities, fixed income securities and cash) will likely best achieve their goals. Although Bridge Creek is granted total discretion in securities choices, occasionally clients elect to own or not to own particular companies or types of companies. Important criteria to develop a long-term investment plan include income and liquidity needs; long-term capital needs; and tolerance to risk. Investment decisions are made with a long-term view. Short-term economic, political or news events are seldom allowed to influence long-term strategies. Bridge Creek doesn’t believe short-term stock market or interest rate movements can be accurately and consistently predicted. The firm focuses on the potential long-range value inherent in ownership of any security.

BRIDGE CREEK CAPITAL MANAGEMENT LLC

BRIDGE CREEK CAPITAL MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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BRIDGE CREEK CAPITAL MANAGEMENT LLC BRIDGE CREEK CAPITAL MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

BRIDGE CREEK CAPITAL MANAGEMENT LLC

BRIDGE CREEK CAPITAL MANAGEMENT LLC