BCP ADVISORS LLC
Adviser information for BCP ADVISORS LLC last updated from Form ADV on July 19th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 36 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,100 | $167.5M |
| Non-Discretionary | 6 | $1.1M |
| Total | 2,106 | $168.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,068 | $152.2M |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 | 32 | $16.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 99 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSUB-ADVISORY ARRANGEMENT W/ OTHER ADVISERS/INTERNET ADVISER |
|---|---|
| Compensation | % of AUM% OF FEES THAT OTHER ADVISER RECEIVE |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 148.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BCP ADVISORS WRAP FEE PROGRAM | BCP ADVISORS LLC |
Identifiers
| SEC RIA File Number | 801-113402 |
|---|---|
| SEC ERA File Number | 801-113402 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157973 |
| Legal Entity Identifier | None |
Principal Office
175 S.W. 7TH STREETSUITE 2310
MIAMI
FL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 305-415-0060, Fax: 305-415-0066
Websites
www.bcpglobal.com
www.globalinvest.us
www.youtube.com/channel/ucpnh-5kpbsm2unsoirtzejw/featured
www.linkedin.com/company/bcpglobal/
www.instagram.com/bcpglobal/?hl=en
www.monexinvestor.com
www.bradescoinvest.us
www.facebook.com/bcpglobal/
bam.globalinvest.us
www.gbminvestor.com
onboarding.daviviendaadvisors.com/
www.credicorpcapitalinvest.com/
Chief Compliance Officer
CATALINA REY DE SA
175 S.W. 7TH STREET
SUITE 2310
MIAMI
FL
United States
Tel:
305-415-0060
C***********@************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 |
|---|---|---|---|---|---|
| ARMANDO, MAURICIO | Individual | – | MANAGER AND CEO | 12/2010 | < 5% |
| REY DE SA, CATALINA | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2017 | < 5% |
| MAGGI, SANTIAGO | Individual | – | MANAGER AND COO | 06/2022 | < 5% |
| CORDOBA EDUCA | Foreign Entity | – | MEMBER | 06/2022 | < 5% |
| BCP GLOBAL LLC | Domestic Entity | – | MEMBER | 12/2022 | > 75% |