BC ADVISORS, LLC
Adviser information for BC ADVISORS, LLC last updated from Form ADV on March 29th, 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 | Pennsylvania, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 112 | $4.2B |
| Total | 112 | $4.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 110 | $4.1B |
| 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 | <5 | $94.0M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-67595 |
|---|---|
| SEC ERA File Number | 801-67595 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142982 |
| Legal Entity Identifier | None |
Principal Office
102 GAITHER DRIVESUITE 5
MT. LAUREL
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 856-793-5000, Fax: 856-793-5001
Websites
Chief Compliance Officer
LINDA S. POSTORIVO
CHIEF COMPLIANCE OFFICER
102 GAITHER DRIVE
SUITE 5
MT. LAUREL
NJ
United States
Tel:
856-793-5000
Fax:
856-793-5001
L*****@*******************M
(Full email address available in API data)
Regulatory Contact
DONNA GASPERONE
102 GAITHER DRIVE
SUITE 5
MT. LAUREL
NJ
United States
Tel:
856-793-5000
D*********@*******************M
(Full email address available in API data)
Industry Affiliates
| MAFG RIA SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERINGER, THEODORE, AUGUST | Individual | – | PRESIDENT/MANAGING MEMBER | 09/2003 | > 75% |
| POSTORIVO, LINDA, SCARDUZIO | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2008 | < 5% |
| HUGHES, CHRISTOPHER, STEPHEN | Individual | – | CHIEF FINANCIAL OFFICER/FINOP | 01/2011 | < 5% |