THE BEDMINSTER GROUP
BEDMINSTER L.L.C. Legal Name
Adviser information for THE BEDMINSTER GROUP last updated from Form ADV on March 26th, 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 | South Carolina, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| 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 | 644 | $164.3M |
| Non-Discretionary | 0 | $0 |
| Total | 644 | $164.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 153 | $18.0M |
| HNW Individuals | 61 | $145.3M |
| 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 | 1 | $994,016 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-58083 |
|---|---|
| SEC ERA File Number | 801-58083 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 118794 |
| Legal Entity Identifier | None |
Principal Office
36 WILLIAM POPE DR STE 201BLUFFTON
SC
United States
Monday - Friday, 9:00-5:00
Tel: 843-705-5544, Fax: 843-705-5566
Chief Compliance Officer
GENE BALERNA
36 WILLIAM POPE DR STE 201
BLUFFTON
SC
United States
Tel:
843-705-5544
Fax:
843-705-5566
E********@*********************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 |
|---|---|---|---|---|---|
| BALERNA, EUGENE, FRANCIS | Individual | – | MANAGING MEMBER/CCO | 05/2021 | > 75% |