|
⚲
|
| Keyboard |
| Bearing Point Capital LLC
✚
|
|
|---|---|
| CRD # | 332023 |
| SEC # | 801-130682 |
| CIK # | 0002052916 |
| AUM | 1,111.5 M (2026-04-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 952-800-6301 |
| Address | 2 Meridian Crossings Richfield, MN 55423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.8 | ||
| Apple Inc | 24.0 | ||
| Microsoft Corp | 15.1 | ||
| Amazon Com Inc | 14.6 | ||
| Archer Daniels Midland Co | 13.8 | ||
| J P Morgan Chase & Co | 13.1 | ||
| Broadcom Inc | 12.9 | ||
| Visa Inc | 12.6 | ||
| Alcoa Inc | 12.5 | ||
| Palo Alto Networks Inc | 12.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 85.5 |
| (b) Individuals (high net worth individuals) | 95 | 1,010.1 |
| (c) Banking or thrift institutions | 2 | 1.2 |
| (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 | 5 | 14.6 |
| (n) Other | 0 | 0.0 |
| Total | 896 | 1,111.5 |
| By Discretionary | ||
| Discretionary | 896 | 1,111.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 896 | 1,111.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,111.5 | |
| Total | 896 | 1,111.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052916] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Adamo Capital Family Office LLC
✚
|
FL | 1,116.2 M |
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 1,113.9 M |
|
HTG Investment Advisors Inc
✚
|
CT | 1,113.6 M |
|
Capital Advisors Wealth Management LLC
✚
|
WA | 1,112.1 M |
|
Arthur M Cohen & Associates LLC
✚
|
IL | 1,111.5 M |
|
Dock Street Asset Management Inc
✚
|
FL | 1,110.1 M |
|
ARQ Wealth Advisors LLC
✚
|
AZ | 1,109.3 M |
|
The Financial Advisors LLC
✚
|
MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
✚
|
CO | 1,108.3 M |
|
Triasima Portfolio Management Inc
✚
|
1,105.3 M |