BAPCD, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
169148
Fee structure
Other
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bapcd, Inc. operates as a corporate adviser focused on portfolio management for pooled investment vehicles, with a firm classification as a securitized asset fund manager. Its reported client base is institutional, and its business activities include acting as a real estate broker and sponsor and serving as a general partner/managing member of pooled vehicles. That mix points to a firm that structures and manages closed or pooled funds that combine securitized product exposure with direct real estate sponsorship and operating roles. The firm does not identify as an active ESG investor and is not set up as a multi-state advisory firm. Its stated advisory mandate is narrowly centered on pooled vehicles rather than on individual wealth management accounts, suggesting the team’s expertise lies in fund-level structuring, underwriting and asset management rather than retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MILTON BOYD

    CEOCRD 6363789

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
28 Geary St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth