Bdfs Capital LLC
Firm details
- Headquarters
- Rehoboth Beach, Delaware
- CRD number
- 287680
- Registered since
- April 5, 2021
- Website
- blackdiamondfs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI51.59%
- Individuals47%
- Corporations / Businesses1.17%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bdfs Capital LLC is an independent, SEC-registered investment adviser (registered in 2021) that serves both individual/family clients and institutional investors. The firm is organized as an LLC and describes itself as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Bdfs Capital does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- US Government Bonds22%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Owners & executives
1 of 1
Mark Nehra
Chief Compliance OfficerCRD 5511759
Contacts
3 of 6
Kenneth Reese
Partner, Director Of Financial PlanningCRD 5929688
Cameron Fitzgerald
PartnerCRD 5041847
Jeffrey Puglia
OwnerCRD 2926402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$221M in ETFs
23%
$50.1M
77%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $66.3M | 1,110,376 | 30.06% |
Location
Rehoboth Beach, DE
Sussex
Location
Rehoboth Beach, DE
Headquartered in Rehoboth Beach, DE, anchoring the Salisbury-Cambridge, MD-DE metro in the South.
- Metro area
- Salisbury-Cambridge, MD-DE
- Region
- South
- County
- Sussex
- Address
- 19409 Plantation Rd
- Time zone
- ET (UTC-5)
- Office locations
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