B
$20.0M Total AUM
$20.0M Disc. AUM
10.4% 3Y CAGR
2 Employees
0 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Goldman Sachs · Royal Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2013
- Office Locations
- 1
Office Locations
-- Dallas TX
About BP Capital Fund Advisors, LLC
BP Capital Fund Advisors, LLC is a Dallas-based RIA. The firm has been operating for 12 years. Managing $20.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Goldman Sachs.
Team overview
50 AVG AGE
$20.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
PATRICK JOEL HURLEY
Advisor, Chief Compliance Officer, Chief Operations Officer, PRINCIPAL
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
TOBY JOE LOFTIN
Advisor, PRINCIPAL
- CRD
- #4068375
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | $5,000,000 |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | $5,000,000 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing