BPC Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
BPC Advisors LLC
CRD #284429
SEC #801-116828
CIK #
AUM $149.6 M (2025-03-21)
Employees 2 (100% Investors, 0% Brokers)
Phone315-430-7700
Address6390 Fly Road
East Syracuse, NY 13057
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
15012090603002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 73 20.2
(b) Individuals (high net worth individuals) 57 128.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.8
(n) Other 0 0.0
Total 421 149.6
By Discretionary
Discretionary 421 149.6
Non-Discretionary 0 0.0
Total 421 149.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 149.6
Total 421 149.6
Comparable Firms State AUM ($B)
Waterstone Wealth Advisors LLC
0.2
Excelsior Advisor Network LLC
0.2
Halberstadt Financial Consultants Inc
NJ 0.1
Rydar Equities Inc
TX 0.1
Wilhelm Financial Services PLLC
0.1
Yoffe Investment Management LLC
PA 0.1
Wealth Engineering LLC
AZ 0.1
Shuttleworth & Company
OH 0.1
No Fate BWWM LLC
TX 0.1
Pearl Wealth LLC
OR 0.1
Terms | Privacy | Guide
tony@aum13f.com