B
CRD: 312365
Baztec Capital Management, LLC
Edina, MN
6125160446
$40.2M Total AUM
$40.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-10-2021
- Office Locations
- 1
Office Locations
-- Edina MN
About Baztec Capital Management, LLC
Baztec Capital Management, LLC is a Edina-based RIA. The firm has been operating for 4 years. Managing $40.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
41 AVG AGE
$40.2M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Quantum glacier Bridge radial
Investment Themes
Focus atlas Unison
Investment Vehicles
Focus bridge
Services
Insight Ember pioneer Value pathway
Owner & Executives
P
PATRICK JOSEPH MULVEHILL
Chief Compliance Officer, FOUNDER, Managing Partner
- CRD
- #5841475
- Ownership
- 75% or more
(440) 750-7862
ember.harbor@atlascapital.com
in linkedin.com/in/element-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,183,128 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,183,128 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,183,128
Equity - Exchange:
19.9% Equity - OTC:
28.0% Private Funds:
15.4% Cash:
6.7% Municipal Bonds:
24.3% Corporate - Non-Investment Grade:
5.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,500,610,148 | 19.9% |
| Equity - OTC | $2,111,411,264 | 28.0% |
| Private Funds | $1,161,276,195 | 15.4% |
| Cash | $505,230,553 | 6.7% |
| Municipal Bonds | $1,832,403,347 | 24.3% |
| Corporate - Non-Investment Grade | $429,823,008 | 5.7% |
| Total | $7,540,754,515 | 100.0% |