BP Capital Fund Advisors, LLC
RIASEC Registered
Total AUM
$20M
Discretionary
$20M
100% of AUM
Avg account
$5M
Accounts
4
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 168476
- Registered since
- August 22, 2013
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BP Capital Fund Advisors, LLC is organized as a limited liability company and provides portfolio management services to individuals and small businesses. The firm is registered with the SEC (registered in 2013) and charges clients on a percentage-of-assets-under-management basis. It does not position itself as a capital allocator and is not an active ESG investor. The firm’s advisory activity is focused on discretionary portfolio management rather than pension consulting or related-adviser arrangements.
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 Equities96%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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