BCPC ADVISORS, LP

RIASEC RegisteredEst. 2023
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$1.7B
Accounts
1
Employees
682
Advisory reps
11

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
327851
Registered since
September 8, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bcpc Advisors, LP is a limited partnership that registered with the SEC in 2023 and operates as an institutional-facing advisory firm. The firm is structured as a domestic entity with individual ownership and combines portfolio management for investment companies with Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) activity. Its business model includes acting as a sponsor, general partner or managing member of pooled investment vehicles and maintaining affiliations across the financial ecosystem (broker-dealer, other investment advisers, and insurance company relationships). The firm charges both a percentage-of-assets fee and performance-based fees, a common arrangement for managers running pooled strategies or active trading programs. Bcpc Advisors does not identify as an ESG investor and is not designated as a multi-state adviser or pension consultant. It is not classified under one of the standard categories in the source data, and it is not listed as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Caroline Hooper

    Chief Compliance OfficerCRD 8209370

  • PAUL KELLY

    Chief Operating OfficerCRD 2467161

Contacts

3 of 9
  • SABRINA RUSNAK-CARLSON

    Senior Managing Director and General CounselCRD 6603519

  • Kevin Gallagher

    Head of InvestmentsCRD 8066541

  • GREGORY WIPF

    PartnerCRD 4202491

Unlock 6 more contacts

Wealth teams

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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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth