Bearing Point Capital
Firm details
- Headquarters
- Richfield, Minnesota
- CRD number
- 332023
- Registered since
- August 1, 2024
- Website
- www.bearingpointcap.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.88%
- Individuals7.7%
- Corporations / Businesses1.32%
- Banking / Thrift Institutions0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bearing Point Capital is an independent SEC-registered registered investment adviser organized as an LLC and listed as SEC-registered in 2024. The firm serves both individual/family and institutional clients and is owned by an individual owner. Its advisory scope includes financial planning and portfolio management for individuals, small businesses and institutions, plus selection of other advisers. Bearing Point Capital also operates as an insurance broker and identifies itself as a capital allocator that places client capital with third‑party managers. Fee arrangements combine percentage-of-AUM and fixed-fee models. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
- State & Local Bonds17%
- Non-Exchange Traded Equities7%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 6
Mark Rosenkranz
Portfolio ManagerCRD 6113843
Gregg Huberty
PartnerCRD 4619936
Thomas Hawley
Partner, Co-FounderCRD 4226875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$189M in ETFs
98%
$186M
0%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF (RODM) | Passive | Foreign Large Value | $18.5M | 457,926 | 9.77% |
Location
Richfield, MN
Hennepin
Location
Richfield, MN
Headquartered in Richfield, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 2 Meridian Crossings
- Time zone
- CT (UTC-6)
- Office locations
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