B.P. WALSH AND CO., LLC

Overview

B.P. Walsh And Co, LLC is a small, owner-operated investment adviser that manages discretionary portfolios for individuals and small businesses on a percentage-of-AUM fee basis. The firm’s portfolio orientation is equity-first: exchange-traded equities make up the bulk of client assets, and the adviser shows a clear preference for liquid, listed instruments delivered through separately managed accounts. Advisory activity centers on portfolio management rather than institutional consulting, and the firm does not position itself as an active ESG investor or a multi-state adviser. For alternative exposure the firm relies on external real estate managers rather than in-house private-capital platforming.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices