Bharcap Partners, LLC
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Learn more about Bharcap Partners, LLC
Overview
Bharcap Partners, LLC is a financial advisor firm that has its headquarters in Greenwich, Connecticut. Bharcap Partners, LLC has $1.5 billion in total assets across one account, placing it among the largest investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 5 financial advisors. Bharcap Partners, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as options, stocks and bonds.
Bharcap Partners, LLC manages none of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without requiring client authorization. The firm also oversees one non-discretionary accounts totaling $1.5 billion in assets. The investment advisory firm manages roughly $1.5 billion in assets for every customer account. The average financial advisor at Bharcap Partners, LLC manages fewer than one client account, making it one of the most personalized financial advisor firms in the country.
Bharcap Partners, LLC's headquarters is located at 165 Mason Street, Greenwich, Connecticut 6830. The company is legally registered to provide services to investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bharcap Partners, LLC by the Numbers
$1.5 billion
8
1
$1.5 billion
Fee Structure
Fees for financial management typically depend on which services are provided. Fees charged by the firm most likely are comprised of any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to insurance companies. Bharcap Partners, LLC's biggest client is insurance companies. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bharcap Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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