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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
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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 |
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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 |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-78461 |
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SEC ERA File Number | 801-78461 |
SEC CIK Numbers | None |
SEC CRD Numbers | 168476 |
Legal Entity Identifier | None |
Principal Office
1722 ROUTH STREETSUITE 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
P******@***********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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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% |