B
CRD: 288133
Bpbi LLC
NEW York, NY, 10036
9179515150
$51.0M Total AUM
$12.0M Disc. AUM
-6.2% 3Y CAGR
2 Employees
8 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2016
- Office Locations
- 1
Office Locations
500 Fifth Avenue 49th Floor NEW York NY
About Bpbi LLC
Bpbi LLC is a NEW York-based RIA. The firm has been operating for 9 years. Managing $51.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$51.0M AVG AUM / ADVISOR
$6.4M AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Frontier wave Crest element Harbor Pathway Vertex Vertex
Client Personas
Momentum
Investment Themes
Oak Insight
Investment Vehicles
Summit capital
Services
Glacier catalyst Horizon Ridge eagle Alpha
Owner & Executives
A
Adolfo Demetrio Rios Oliver
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(447) 306-3579
legacy.ridge@radialcapital.com
in linkedin.com/in/fusion-element
Showing 1 of 1 owners & executives
Unlock allContacts
C
CARLOS ALBERTO PONCE
First Vice President
- CRD
- #5233318
(382) 857-4822
wave.momentum@valuecapital.com
in linkedin.com/in/ridge-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,956,243 | $2,391,249 |
| Non-Discretionary | $39,046,650 | $9,761,663 |
| Total | $51,002,893 | $5,666,988 |
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Separately Managed Accounts
Total SMA Asset: $51,002,893
Private Funds:
41.1% Public Funds:
29.0% Equity - Exchange:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $726,393,144 | 41.1% |
| Public Funds | $512,540,175 | 29.0% |
| Equity - Exchange | $528,446,594 | 29.9% |
| Total | $1,767,379,913 | 100.0% |