|
⚲
|
| BP Asset Management Inc
✚
|
|
|---|---|
| CRD # | 328276 |
| SEC # | 801-135283 |
| CIK # | 0001785998 |
| AUM | $155.3 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 980-261-5233 |
| Address | 525 North Tryon Street Charlotte, NC 28202 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | BPBI - Audax Senior Secured Debt Segregated Portfolio | 2026-01-06 | 18.1 | |
| Other | BPBI - Neuberger Berman Private Equity Segregated Portfolio | 2025-03-28 | 137.1 | |
| Other | BPBI Alternative Investments SPC | 2024-02-02 | 79.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 155.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 155.3 |
| By Discretionary | ||
| Discretionary | 3 | 155.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 155.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 155.3 | |
| United States Persons | 0.0 | |
| Total | 3 | 155.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001785998] |
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|---|---|---|
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Green Horizon Partners Capital LLC
✚
|
0.2 | |
|
Mission Investment Advisors LLC
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|
0.2 | |
|
MORK Capital Management LLC
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CA | 0.2 |
|
Guggenheim Investments Loan Advisors LLC
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|
Long Short Advisors LLC
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FL | 0.2 |
|
Solpacific LLC
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MN | 0.2 |
|
Oaklawn Capital Management LLC
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|
0.2 | |
|
Stoneridge Investment Partners LLC
✚
|
PA | 0.2 |
|
Lincoln Capital Advisers LLC
✚
|
IL | 0.1 |
|
VF Advisors LLC
✚
|
KY | 0.1 |