Bp Capital Fund Advisors, LLC
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Overview
Bp Capital Fund Advisors, LLC operates as a financial advisory company located in Dallas, Texas. The firm manages $15.0 million in total assets throughout 14 customer accounts. The company has a small team, including 2 financial advisors. Bp Capital Fund Advisors, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and stocks.
Bp Capital Fund Advisors, LLC administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without requiring the client's permission. The advisory firm supervises about $1.1 million in assets for each customer account. The typical financial advisor at Bp Capital Fund Advisors, LLC manages around seven client accounts, placing it among the more individualized financial advisor firms in the country.
The company's headquarters is at 1722 Routh Street, Dallas, Texas 75201.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bp Capital Fund Advisors, LLC by the Numbers
$15.0 million
3
14
$1.1 million
Fee Structure
Financial management fees typically depend on which services the firm provides the client. Fees billed by the firm typically consist of the following fee type: asset-based. Bp Capital Fund Advisors, LLC does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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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
The firm works with high net worth investors. Out of its 14 customers, Bp Capital Fund Advisors, LLC's largest client type is high net worth investors, but it also serves 14 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- 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
Bp Capital Fund Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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