BP ASSET MANAGEMENT INC.
Adviser information for BP ASSET MANAGEMENT INC. last updated from Form ADV on February 2nd, 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 | North Carolina, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-128900 |
|---|---|
| SEC ERA File Number | 802-128900 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328276 |
| Legal Entity Identifier | None |
Principal Office
525 NORTH TRYON STREETSUITE 1600
CHARLOTTE
NC
United States
Monday - Friday, 9-5 PM BY APPOINTMENT ONLY
Tel: 980-261-5233, Fax: None
Chief Compliance Officer
EUGENIO TORRES OSTOS
PRESIDENT
525 NORTH TRYON STREET
SUITE 1600
CHARLOTTE
NC
United States
Tel:
980 261 5233
M*********@*********M
(Full email address available in API data)
Industry Affiliates
| BPBI LLC | Other investment adviser, including financial planners |
| IPB ADMINISTRACION, S.C. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BPBI ALTERNATIVE INVESTMENTS SPC | PRIVATE EQUITY FUND | $79.0M | $6.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BP ASSET MANAGEMENT SOCIEDAD ANONIMA DE CAPITAL VARIABLE | Foreign Entity | – | SHAREHOLDER | 10/2022 | > 75% |
| TORRES OSTOS, EUGENIO | Individual | BP ASSET MANAGEMENT SOCIEDAD ANONIMA DE CAPITAL VARIABLE | SHAREHOLDER | 10/2022 | 50-75% |
| Rios Oliver, Adolfo, Demetrio | Individual | BP ASSET MANAGEMENT SOCIEDAD ANONIMA DE CAPITAL VARIABLE | SHAREHOLDER | 10/2022 | |
| LEAL VARGAS, RAYMUNDO | Individual | BP ASSET MANAGEMENT SOCIEDAD ANONIMA DE CAPITAL VARIABLE | SHAREHOLDER | 06/2023 | 25-50% |
| Leal Varges, Raymundo | Individual | – | TREASURER | 06/2023 | < 5% |
| Rios Oliver, Adolfo, Demetrio | Individual | – | SECRETARY | 06/2023 | < 5% |
| TORRES OSTOS, EUGENIO | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |