BP ASSET MANAGEMENT INC.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 328276
- Registered since
- February 19, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
BP Asset Management Inc. is a corporate adviser focused on managing pooled investment vehicles for institutional clients and on selecting outside managers to execute specialty strategies. The firm is classified as an Other Fund Provider rather than a direct capital allocator, which aligns with its stated advisory activities: portfolio management for pooled vehicles and selection of other advisers. Its client base is institutional, and its fee arrangements include percentage-of-AUM charges plus performance-based fees and other fee elements. The firm’s ownership is reported as a combination of a foreign entity and an individual. BP Asset Management Inc. is listed with an SEC registration year shown as 2026. It is not positioned as an ESG-focused investor, does not identify as a multi-state adviser, and is not a pension consultant. The operating model emphasizes manager selection and pooled-vehicle oversight rather than running a broad lineup of retail accounts.
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
3 of 3EUGENIO TORRES OSTOS
Managing PartnerCRD 4023579
RAYMUNDO LEAL VARGAS
Managing DirectorCRD 7864297
Gerardo Pickering Orendain
DirectorCRD 8242907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 525 N Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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