Bishop Rock Capital, L.P
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Overview
Bishop Rock Capital, L.P is an advisory firm headquartered in New York, New York. It oversees $231.3 million in total assets across four accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The firm has a small team, including 4 financial advisors. Bishop Rock Capital, L.P does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, bonds and equities.
Bishop Rock Capital, L.P oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing to seek client permission. The company's typical account size is $57.8 million. The typical advisor at Bishop Rock Capital, L.P manages about one client account, placing it among the most individualized firms in the country.
The firm's headquarters is at 900 Third Avenue, New York, New York 10022-3295.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bishop Rock Capital, L.P by the Numbers
$231.3 million
6
4
$57.8 million
Fee Structure
Fees charged by financial advisors typically are based on which services are offered. However, fee types billed by Bishop Rock Capital, L.P likely include the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
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
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its four clients, Bishop Rock Capital, L.P's biggest client type is pooled investment vehicles. About 50% of the firm's accounts are represented by people from outside of the U.S.
- 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
Bishop Rock Capital, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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