BDC Investment Advisors, LLC

RIASEC Registered
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$7.3M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
147627
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BDC Investment Advisors, LLC operates as a small, hedge-fund-focused adviser serving institutional clients through pooled investment vehicles and direct portfolio management. The firm runs a single hedge fund and offers portfolio management for individuals/small businesses, pooled vehicles and institutions. Its fee model combines a percentage-of-AUM charge with performance-based fees, aligning compensation with fund performance. The adviser is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not act as a capital allocator. Investment activity centers on hedge-fund strategies delivered via a pooled vehicle structure. Given the firm’s limited asset base and the presence of performance fees, investment decisions are likely concentrated and driven by active manager judgment rather than broad, indexed exposure. The firm’s client mix and stated activities indicate a focus on sophisticated, institution-like investors that can access pooled alternative strategies.

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

1 of 1
  • William Hansen

    William Hansen

    Chief Marketing OfficerCRD 727124

Contacts

1 of 1
  • Gabriel Marshi

    Gabriel Marshi

    PresidentCRD 1991286

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth