Bridge Creek Capital Management LLC
Bridge Creek Capital Management LLC is a Registered Investment Adviser headquartered in West Barnstable, Massachusetts. The firm manages stock and bond portfolios for individuals, retirement plans, trusts, businesses, and non-profits. Founded in 2006 as a successor to Warren Asset Management (est. 1991), Bridge Creek Capital is currently led by sole owner Barry Paster and has approximately 5 employees. The firm is primarily dedicated to the investment needs of individual clients, including high-net-worth individuals, as well as select charitable organizations and business clients.
Investment Strategy
Bridge Creek Capital Management LLC designs portfolios tailored to individual client objectives, including asset growth (after tax and inflation), income generation, and capital preservation. Portfolios are comprised of common stocks, preferred stocks, bonds, mutual funds, and cash substitutes. The firm operates solely on a fee-only basis, refusing commissions or transaction-based compensation to avoid conflicts of interest and align its incentives with those of the client. Decisions emphasize risk management, after-tax performance, and attention to personal service, with portfolios diversified across major public equities, fixed income, and liquid assets.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.01% | $14.4M | 56,583 | $44.35 | $254.63 | +$2.4M |
M MSFT | MICROSOFT CORP | 3.74% | $13.5M | 25,968 | $75.90 | $517.95 | +$129.5K |
J JPM | JPMORGAN CHASE & CO. | 3.42% | $12.3M | 39,033 | $75.53 | $315.43 | +$431.1K |
G GOOG | ALPHABET INC | 3.10% | $11.1M | 45,705 | $44.64 | $243.55 | +$2.7M |
B BX | BLACKSTONE INC | 2.65% | $9.5M | 55,775 | $123.28 | $170.85 | +$1.0M |