Overview
Assets Under Management: $61 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 8
Average Client Assets: $7.6 million
Frequently Asked Questions
BPBI LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288133), BPBI LLC is subject to fiduciary duty under federal law.
BPBI LLC is headquartered in NEW YORK, NY.
BPBI LLC serves 8 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, BPBI LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
BPBI LLC manages $61 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, BPBI LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $7.6 million
Total Client Accounts: 8
Discretionary Accounts: 4
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 288133
Filing ID: 1941246
Last Filing Date: 2025-02-21 20:20:00