BEARING POINT CAPITAL
Firm details
- Headquarters
- RICHFIELD, Minnesota
- CRD number
- 332023
- Registered since
- August 1, 2024
- Website
- www.bearingpointcap.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.88%
- Individuals7.7%
- Corporations / Businesses1.32%
- Banking / Thrift Institutions0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bearing Point Capital is an independent, SEC-registered registered investment adviser that began its SEC registration in 2024 and is organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional accounts, acting as a capital allocator that selects third‑party managers in addition to providing in‑house portfolio management and financial planning. Fee arrangements include percentage-of-AUM billing and fixed fees. Bearing Point Capital also operates as an insurance broker and provides manager selection services alongside portfolio management for small businesses and institutions. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities52%
- State & Local Bonds17%
- Non-Exchange Traded Equities7%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1ANDREW WARNING
Chief Compliance OfficerCRD 3211861
Contacts
3 of 6MARK ROSENKRANZ
Portfolio ManagerCRD 6113843
GREGG HUBERTY
PartnerCRD 4619936
THOMAS HAWLEY
Partner, Co-FounderCRD 4226875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$161M in ETFs
99%
$159M
0%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF (RODM) | Passive | Foreign Large Value | $16.7M | 422,746 | 10.34% |
Location
RICHFIELD, MN
HENNEPIN
Location
RICHFIELD, MN
Headquartered in RICHFIELD, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 2 Meridian Crossings
- Time zone
- CT (UTC-6)
- Office locations
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