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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BPS Capital Management Inc
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|---|---|
| CRD # | 120006 |
| SEC # | 801-61019 |
| CIK # | |
| AUM | $3.5 B (2025-01-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 952-893-0177 |
| Address | 7900 International Drive Bloomington, MN 55425 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 0.1 |
| (c) Banking or thrift institutions | 46 | 3.1 |
| (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 | 3 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 3.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 72 | 3.5 |
| Total | 72 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 72 | 3.5 |
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|---|---|---|
|
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✚
|
CA | 3.5 |
|
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✚
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TX | 3.5 |
|
Lindbrook Capital LLC
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|
Atalanta Sosnoff Management LLC
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|
CFM Advisors Inc
✚
|
NY | 3.5 |
|
Texas Capital Bank Wealth Management Services Inc
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|
TX | 3.5 |
|
Vestgen Advisors LLC
✚
|
IL | 3.5 |
|
Miller Howard Investments Inc
✚
|
NY | 3.5 |
|
Thoroughbred Financial Services LLC
✚
|
TN | 3.4 |
|
G W Henssler & Associates Ltd
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|
GA | 3.4 |