Prihlásiť sa Zaregistrujte sa zadarmo

Bpw Asset Management LLC (New York)


Bpw Asset Management LLC is a large advisory firm based in New York. It manages $511.96 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005.

Logo



Bpw Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bpw Asset Management: assets under management

The assets under management (AUM) of Bpw Asset Management LLC is $511.96 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $475.89 million in discretionary accounts and $36.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.07 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bpw Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Santa Coloma Inv. & Arbitrage C.V. Shareholder 1 Nov 2002 75% - 100% 00-0000000
Roger Ian Wright Limited partner 1 Nov 2002 75% - 100% 2857940
Stichting Santa Coloma Inv. & Arbitrage General partner 1 Nov 2002 25% - 50% 00-0000000

Based in New York

The principal office where Bpw Asset Management LLC performs its advisory services is located at 150 East 52 Nd Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-218-3900 or by fax 212-218-3939. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.bpwllc.com.


Registered investment advisers similar to Bpw Asset Management LLC