|
⚲
|
| BCP Advisors LLC
✚
| |
|---|---|
| CRD # | 157973 |
| SEC # | 801-113402 |
| CIK # | |
| AUM | $221.0 MM (2024-06-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 305-415-0060 |
| Address | 175 SW 7th Street Miami, FL 33130 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,705 | 202.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 48 | 18.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,755 | 221.0 |
| By Discretionary | ||
| Discretionary | 3,738 | 217.2 |
| Non-Discretionary | 17 | 3.8 |
| Total | 3,755 | 221.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 205.9 | |
| United States Persons | 15.1 | |
| Total | 3,755 | 221.0 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
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|---|---|---|
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Lion Capital Advisors LLC
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|
FL | 0.2 |
|
Calabasas Advisory Group LLC
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CA | 0.2 |
|
Clientfirst Wealth Management LLC
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AR | 0.2 |
|
Piermont Wealth Management Inc
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NY | 0.2 |
|
RPC Private Wealth LLC
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IL | 0.2 |
|
New England Financial Planning Group LLC
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MA | 0.2 |
|
Liberty Private Client LLC
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|
FL | 0.2 |
|
Greenhouse Wealth Management LLC
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|
CT | 0.2 |
|
Spreng Capital Management Inc
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|
OH | 0.2 |
|
Ransom Advisory Ltd
✚
|
RI | 0.2 |