Bishopsgate Investment Company
Firm details
- Headquarters
- ,
- CRD number
- 104516
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bishopsgate Investment Company is organized as a corporation owned by an individual and reports an institutional client base while offering portfolio management for both individuals/small businesses and pooled investment vehicles. The firm charges clients on a percentage-of-AUM basis and also uses hourly billing for certain services. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The SEC registration year is not provided. Although the firm’s profile marks it as “not a capital allocator,” it still deploys third‑party managers for specific alternative strategies (see Investments & Alternatives). The combination of advisory activity across retail-sized clients and pooled vehicles suggests a hybrid practice model rather than a pure private wealth shop or pure fund-of-funds allocator.
Assets & Accounts
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
Contacts
1 of 1David Huddleston
PresidentCRD 2253819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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