Bull Path Capital Management, LLC is a large advisory firm based in New York. It manages $443.15 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005.
Bull Path Capital 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.
The assets under management (AUM) of Bull Path Capital Management, LLC is $443.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bull Path Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Scott Lisbon joined the executive team most recently as the Principal.
The principal office where Bull Path Capital 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. An additional office of the firm is in Sag Harbor, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-520-2555 or by fax 212-520-2556. The normal business hours are 7:30 am - 7:00 pm on Monday - Friday.