Bbam US LP

RIASEC Registered
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$170M
Accounts
28
Employees
79
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
175441
Registered since
June 5, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bbam US LP is organized as a limited partnership that operates as a private equity fund manager and pooled-vehicle advisor. The firm is SEC-registered as of 2023 and serves an institutional client base. Its business mix includes commodity pool operator/commodity trading advisor (CPO/CTA) activities and acting as sponsor, general partner or managing member of pooled investment vehicles. Fee arrangements combine asset-based and performance-linked components, with additional fee types listed. The firm also identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Vincent Cannon

    Chief Operating OfficerCRD 7728791

  • Steven Zissis

    Steven Zissis

    President, Chief Executive OfficerCRD 7728761

  • Lynn Truong

    Chief Financial OfficerCRD 7959058

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth