BP FUND MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
330294
Registered since
August 13, 2024

Firm profile

FINTRX

Overview

BP Fund Management LLC is a small, founder-led investment adviser formed as a limited liability company and registered with the SEC in 2024. The entity’s public profile shows it operates primarily as an adviser to private funds rather than as a provider of retail advisory accounts: it is not a multi-state adviser, not identified as a capital allocator, and it does not list active ESG investing as part of its public profile. Ownership is concentrated, with three owners and an average ownership stake reported at 75.0%, which indicates a tightly held management team directing investment decisions. The firm’s activity centers on private equity fund management. Given the limited public disclosures, BP Fund Management appears focused on deploying private capital through pooled vehicles rather than maintaining a roster of individual advisory clients or diversified public-asset separate accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Mark Mashburn

    MemberCRD 7968967

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Guaynabo, PR

Location

Guaynabo, PR

Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
130 Calle Marginal
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth