BILKEYKATZ INVESTMENT CONSULTANTS
BILKEYKATZ INVESTMENT CONSULTANTS, INC. Legal Name
Adviser information for BILKEYKATZ INVESTMENT CONSULTANTS last updated from Form ADV on March 25th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 7 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $0 |
| Charitable organizations | 16 | $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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 36 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT CONSULTING SERVICES FOR A PRIVATE TRUST COMPANY AND INSTITUTIONAL POOLS OF ASSETS OTHER THAN PENSION ASSETS |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-61838 |
|---|---|
| SEC ERA File Number | 801-61838 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125216 |
| Legal Entity Identifier | None |
Principal Office
411 SEVENTH AVENUESUITE 1425
PITTSBURGH
PA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 412-803-9900, Fax: 412-803-9994
Websites
Chief Compliance Officer
ELDA J. BERTAN
CHIEF COMPLIANCE OFFICER
411 SEVENTH AVENUE
SUITE 1425
PITTSBURGH
PA
United States
Tel:
412-803-9900
Fax:
1-412-803-9994
E******@*************M
(Full email address available in API data)
Regulatory Contact
JERRY KATZ
CHAIRMAN OF THE BOARD
411 SEVENTH AVENUE
SUITE 1425
PITTSBURGH
PA
United States
Tel:
412-803-9900
Fax:
412-803-9994
J****@*************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 |
|---|---|---|---|---|---|
| KATZ, JERRY, EDWARD | Individual | – | CFA; CHAIRMAN OF THE BOARD; DIRECTOR | 12/2002 | < 5% |
| BERTAN, ELDA, JEAN | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2004 | < 5% |
| DUDA, DARRIN, KEITH | Individual | – | CFA; CAIA; AIF�; PRESIDENT; DIRECTOR | 03/2019 | 50-75% |
| FISHER, PATRICK, WILLIAM | Individual | – | CFA; CAIA; SECRETARY; TREASURER; DIRECTOR | 03/2019 | 50-75% |