|
⚲
|
| BPBI LLC
✚
|
|
|---|---|
| CRD # | 288133 |
| SEC # | 801-110347 |
| CIK # | |
| AUM | $52.3 MM (2023-03-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-951-5150 |
| Address | 900 Third Avenue 35th Floor New York, NY 10022 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 52.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 52.3 |
| By Discretionary | ||
| Discretionary | 3 | 23.7 |
| Non-Discretionary | 5 | 28.6 |
| Total | 8 | 52.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 49.2 | |
| United States Persons | 3.1 | |
| Total | 8 | 52.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Philadelphia Partners Capital Management LLC
✚
|
MD | 0.1 |
|
Wallstreeticom LLC
✚
|
NY | 0.1 |
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
North Woods Asset Management LLC
✚
|
NY | 0.1 |
|
Defelice Capital Management LLC
✚
|
TN | 0.1 |
|
C & C Financial Services Inc
✚
|
NY | 0.1 |
|
Merlin Capital Inc
✚
|
RI | 0.1 |
|
Genesis Asset Management Group Inc
✚
|
NY | 0.1 |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |