BP CAPITAL FUND ADVISORS, LLC

Adviser information for BP CAPITAL FUND ADVISORS, LLC last updated from Form ADV on February 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 Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
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 8 $15.0M
Non-Discretionary 0 $0
Total 8 $15.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 8 $15.0M
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-78461
SEC ERA File Number 801-78461
SEC CIK Numbers None
SEC CRD Numbers 168476
Legal Entity Identifier None

Principal Office

1722 ROUTH STREET
SUITE 800
DALLAS
TX
United States
Monday - Friday, 8:00 AM TO 5:00 PM (CST)
Tel: (214).405.8278, Fax: None

Chief Compliance Officer

PATRICK J. HURLEY
PRINCIPAL AND CHIEF OPERATIONS OFFICER
1722 ROUTH STREET
SUITE 800
DALLAS
TX
United States
Tel: (214).675-2233
(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
LOFTIN, TOBY, JOE Individual PRINCIPAL 08/2013 < 5%
THE LOFTIN GROUP, LLC Domestic Entity MANAGER MEMBER 06/2013 25-50%
LOFTIN, TOBY, JOE Individual THE LOFTIN GROUP, LLC MEMBER 06/2013 25-50%
HURLEY, PATRICK, JOEL Individual CHIEF COMPLIANCE OFFICER 08/2013 < 5%

No. Employees, Historic

10502020202120222023202420254 on 3/3/20204 on 6/29/20204 on 6/30/20205 on 4/1/20214 on 3/30/20223 on 3/31/20233 on 2/23/20242 on 2/26/2024

RAUM, Historic

200M100M0202020212022202320242025108620470 on 3/3/2020108620470 on 6/29/2020108620470 on 6/30/202049357177 on 4/1/202169006620 on 3/30/202215000000 on 3/31/202315000000 on 2/23/202415048000 on 2/26/2024

No. Clients, Historic

2010020202021202220232024202515 on 3/3/202015 on 6/29/202015 on 6/30/20204 on 4/1/20212 on 3/30/202214 on 3/31/202314 on 2/23/20248 on 2/26/2024