BCK PARTNERS, INC.
Adviser information for BCK PARTNERS, INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 604 | $191.1M |
Non-Discretionary | 0 | $0 |
Total | 604 | $191.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 144 | $47.1M |
HNW Individuals | 76 | $142.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $727,954 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $733,966 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
27 EAST MARKET STREETCORNING
NY
United States
Monday - Friday, 8AM - 5PM
Tel: (607) 654-1182, Fax: None
Chief Compliance Officer
JAMES KAFFENBARGER
PRINCIPAL, CORPORATE SECRETARY
27 EAST MARKET STREET
CORNING
NY
United States
Tel:
(607) 654-1182
K************@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KAFFENBARGER, JAMES, ALLEN | Individual | – | OWNER/CHIEF COMPLIANCE OFFICER | 05/2015 | 25-50% |
CREATH, SARAH, JEAN | Individual | – | OWNER | 05/2015 | 25-50% |
BONO, MICHAEL, BARNEY | Individual | – | OWNER | 05/2015 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 285K | 2K | – |
AMAZON COM INC | COM | 509K | 3K | – |
AMGEN INC | COM | 334K | 1K | – |
APPLE INC | COM | 935K | 4K | – |
APPLIED MATLS INC | COM | 424K | 2K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 4K | – |
CORNING INC | COM | 3M | 71K | – |
ELI LILLY & CO | COM | 257K | 284 | – |
EXXON MOBIL CORP | COM | 362K | 3K | – |
ISHARES TR | ISHS 5-10YR INVT | 20M | 400K | – |
ISHARES TR | CORE S&P500 ETF | 643K | 1K | – |
ISHARES TR | CORE S&P MCP ETF | 301K | 5K | – |
JOHNSON & JOHNSON | COM | 516K | 4K | – |
MICROSOFT CORP | COM | 594K | 1K | – |
NEXTERA ENERGY INC | COM | 261K | 4K | – |
NORFOLK SOUTHN CORP | COM | 341K | 2K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 8M | 198K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 3M | 129K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 1M | 28K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 683K | 19K | – |
SPDR SER TR | PORTFOLIO INTRMD | 354K | 11K | – |
SPDR SER TR | PORTFOLI S&P1500 | 515K | 8K | – |
SPDR SER TR | PORTFOLIO SHORT | 576K | 19K | – |
THERMO FISHER SCIENTIFIC INC | COM | 236K | 427 | – |
UNITEDHEALTH GROUP INC | COM | 652K | 1K | – |
VANGUARD INDEX FDS | MID CAP ETF | 29M | 119K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 6K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 50M | 101K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 22M | 100K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 45M | 583K | – |