BPC ADVISORS LLC
Adviser information for BPC ADVISORS LLC last updated from Form ADV on March 19th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 405 | $142.2M |
| Non-Discretionary | 0 | $0 |
| Total | 405 | $142.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 75 | $21.0M |
| HNW Individuals | 52 | $120.4M |
| 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 | <5 | $700,337 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| 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 businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-116828 |
|---|---|
| SEC ERA File Number | 801-116828 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284429 |
| Legal Entity Identifier | None |
Principal Office
6390 FLY ROAD2ND FLOOR
EAST SYRACUSE
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: (315) 430-7700, Fax: None
Chief Compliance Officer
GEOFFREY A. WELLS II
PRINCIPAL
6390 FLY RD
2ND FLOOR
EAST SYRACUSE
NY
United States
Tel:
(419) 704-1162
G****@**************M
(Full email address available in API data)
Regulatory Contact
DOUGLAS R BURNS JR.
PRINCIPAL
6390 FLY ROAD
2ND FLOOR
EAST SYRACUSE
NY
United States
Tel:
(315) 430-7700
D***@**************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 |
|---|---|---|---|---|---|
| BURNS, DOUGLAS, R. | Individual | – | PRINCIPAL | 10/2016 | 50-75% |
| WELLS, GEOFFREY, ALAN | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 01/2022 | 25-50% |