|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| BCP Advisors LLC
✚
|
|
|---|---|
| CRD # | 157973 |
| SEC # | 801-113402 |
| CIK # | |
| AUM | $291.7 M (2025-04-10) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 305-415-0060 |
| Address | 175 SW 7th Street Miami, FL 33130 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,906 | 258.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 155 | 33.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,059 | 291.7 |
| By Discretionary | ||
| Discretionary | 3,904 | 272.5 |
| Non-Discretionary | 155 | 19.1 |
| Total | 4,059 | 291.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 279.8 | |
| United States Persons | 11.9 | |
| Total | 4,059 | 291.7 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benson Investment Management Company Inc
✚
|
0.3 | |
|
David Kennon Incorporated
✚
|
FL | 0.3 |
|
Mine & ARAO Wealth Creation and Management LLC
✚
|
CA | 0.3 |
|
BBJS Financial Advisors LLC
✚
|
WA | 0.3 |
|
Letson Investment Management Inc
✚
|
0.3 | |
|
Curry Webb Wealth Management LLC
✚
|
IN | 0.3 |
|
Beacon Financial Advisors Ltd
✚
|
TX | 0.3 |
|
Schuchard Capital Management Inc
✚
|
0.3 | |
|
Maxwell Wealth Strategies Inc
✚
|
CA | 0.3 |
|
Coordinated Financial Planning Corp
✚
|
OH | 0.3 |