BP ASSET MANAGEMENT INC.

RIASEC RegisteredEst. 2026
Total AUM
$155M
Discretionary
$155M
100% of AUM
Avg account
$51.8M
Accounts
3
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • EUGENIO TORRES OSTOS

    Managing PartnerCRD 4023579

  • RAYMUNDO LEAL VARGAS

    Managing DirectorCRD 7864297

  • Gerardo Pickering Orendain

    DirectorCRD 8242907

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth