Bwcp, LP

RIASEC RegisteredEst. 2021
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$176M
Accounts
7
Employees
11
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
305638
Registered since
July 30, 2021
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.99%
  • Other Investment Advisers5.01%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bwcp, LP is a limited partnership that operates as a hedge fund manager and is SEC-registered since 2021. The firm serves institutional clients and charges a mix of asset-based and performance fees. It performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and provides portfolio management for pooled investment vehicles and for businesses or institutional accounts. Bwcp reports a preference for equity investments, is not an active ESG investor, and does not position itself as a broad capital allocator.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 75%, Derivatives 14%, Cash & Cash Equivalents 12%75%
  • Exchange Traded Equities75%
  • Derivatives14%
  • Cash & Cash Equivalents12%

Owners & executives

1 of 1
  • Robert Giacobbe

    Principal & COOCRD 2897579

Contacts

1 of 1
  • Brandon Wier

    Brandon Wier

    Founding PartnerCRD 4401652

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2401 Cedar Springs Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth