|
⚲
|
| BPBI LLC
✚
| |
|---|---|
| CRD # | 288133 |
| SEC # | 801-110347 |
| CIK # | |
| AUM | $57.8 MM (2024-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-951-5150 |
| Address | 900 Third Avenue 35th Floor New York, NY 10022 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 57.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 57.8 |
| By Discretionary | ||
| Discretionary | 6 | 28.2 |
| Non-Discretionary | 3 | 29.6 |
| Total | 9 | 57.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 51.8 | |
| United States Persons | 6.0 | |
| Total | 9 | 57.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CIRO Capital LLC
✚
|
NJ | 0.1 |
|
L&L Partners Wealth Management LLC
✚
|
NY | 0.1 |
|
Stewardship Partners Investment Counsel Inc
✚
|
KY | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |
|
Rpata LLC
✚
|
TN | 0.1 |
|
Pegasus Group LLC
✚
|
NY | 0.1 |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Blue Heron Infrastructure Inc
✚
|
MA | 0.1 |
|
Constellation Asset Management Inc
✚
|
NY | 0.1 |
|
Weigel Fiduciary Asset Management
✚
|
NY | 0.1 |