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| BPS Capital Management Inc
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| |
|---|---|
| CRD # | 120006 |
| SEC # | 801-61019 |
| CIK # | |
| AUM | $3.8 BB (2024-01-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 952-893-0177 |
| Address | 7900 International Drive Bloomington, MN 55425 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 0.1 |
| (c) Banking or thrift institutions | 48 | 3.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 69 | 3.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 69 | 3.8 |
| Total | 69 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 69 | 3.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rehmann Capital Advisory Group LLC
✚
|
MI | 3.8 |
|
Dearborn Partners LLC
✚
|
IL | 3.8 |
|
Clearwater Advisors LLC
✚
|
ID | 3.8 |
|
Bowen Hanes & Co Inc
✚
|
FL | 3.8 |
|
Dunham & Associates Investment Counsel Inc
✚
|
CA | 3.8 |
|
New Frontier Advisors LLC
✚
|
MA | 3.7 |
|
Prio Wealth Limited Partnership
✚
|
MA | 3.7 |
|
Pacific Financial Group Inc
✚
|
WA | 3.7 |
|
Hood River Capital Management LLC
✚
|
FL | 3.7 |
|
Destination Wealth Management
✚
|
CA | 3.7 |