CRD: 156796
Bdkmarketgroup Investment Management LLC
$17.4M Total AUM
$17.4M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · Morgan Stanley · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2011
- Office Locations
- 1
Office Locations
892 Worcester Street Suite 130 Wellesley MA
About Bdkmarketgroup Investment Management LLC
BDKMarketGroup Investment Management LLC is a Wellesley, MA retail RIA led by Managing Partner Bruce D. Kaufman. The firm runs SMA portfolios concentrated in fixed income—primarily investment-grade corporate and U.S. government/agency bonds—with smaller allocations to OTC equities and cash. Custody includes Fidelity/NFS and Interactive Brokers; it also lists cryptocurrency as an interest area.
Team overview
71 AVG AGE
$17.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Frontier signal
Client Personas
Wave ember
Investment Themes
Prime
Investment Vehicles
Capital
Services
Catalyst
Owner & Executives
BRUCE D KAUFMAN
Managing Director, Managing Partner
- CRD
- #5896217
- Ownership
- 75% or more
(947) 796-2531
glacier.delta@horizoncapital.com
in linkedin.com/in/matrix-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,406,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,406,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,406,000
Corporate - Investment Grade:
17.0% U.S. Government/Agency:
19.8% Equity - OTC:
24.0% Cash:
8.0% Municipal Bonds:
31.2% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,283,394,595 | 17.0% |
| U.S. Government/Agency | $1,494,777,234 | 19.8% |
| Equity - OTC | $1,811,851,192 | 24.0% |
| Cash | $603,950,397 | 8.0% |
| Municipal Bonds | $2,355,406,550 | 31.2% |
| Total | $7,549,379,968 | 100.0% |