BDC Investment Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
William Hansen
Chief Marketing OfficerCRD 727124
Contacts
1 of 1
Gabriel Marshi
PresidentCRD 1991286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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