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 structured as a corporation and operates as an institutional registered investment adviser. Ownership is held by an individual. The firm serves an institutional client base while offering portfolio management for individuals/small businesses and for pooled investment vehicles. Its fee arrangements include both a percentage-of-AUM component and hourly charges. Bishopsgate is not identified as an active ESG investor, is not registered as a multistate adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
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
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