B
CRD: 327273
BF, LLC
Houston, TX, 77056
7139619888
$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · BNY Mellon · Pershing · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2023
- Office Locations
- 1
Office Locations
770 South Post OAK Lane Suite 690 Houston TX
About BF, LLC
BF, LLC is a Houston-based RIA. The firm has been operating for 2 years. Managing $4.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and BNY Mellon. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$4.6M AVG AUM / ADVISOR
$306.7K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value Element
Investment Themes
Unison delta
Investment Vehicles
Prime vertex
Services
Matrix bridge North atlas Fusion
Owner & Executives
L
LOWELL QUENTIN BASS
Chief Compliance Officer, Managing Member
- CRD
- #827011
- Ownership
- 75% or more
(890) 500-1079
pioneer.legacy@primecapital.com
in linkedin.com/in/focus-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,600,000
Public Funds:
48.8% Cash:
51.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,030,881,197 | 48.8% |
| Cash | $3,179,940,928 | 51.2% |
| Total | $6,210,822,125 | 100.0% |