Bcp Advisors LLC is an internet adviser based in Miami. It manages $8.39 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Bcp Advisors provides portfolio management for individuals and small businesses and sub-advisory arrangement w/ other advisers/internet adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bcp Advisors LLC is $8.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2744% since the beginning of its operation, and $8.39 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Bcp Advisors LLC for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals, charitable organizations, and corporations or other businesses. The largest group of clients of Bcp Advisors is individuals with 95 clients and $6.03 million of assets under management. Among the 4 most similar advisory firms, Bcp Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $8.39 million for 97 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Bcp Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 12 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bcp Advisors LLC performs its advisory services is located at 1221 Brickell Avenue, Miami, FL 33131, 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 305-415-0060 or by fax 305-415-0066. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bcpglobal.net.