BGAI INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
336721

Firm profile

FINTRX

Overview

Bgai Investment Management LLC is a small, individually owned investment adviser organized as a limited liability company. Public filings show the firm operating primarily as a sponsor and operator of a pooled vehicle, with an industry affiliation as a CPO/CTA and sponsor of a limited partnership. The adviser is classified as unclassified in regulatory summaries and is not identified as an active ESG investor, multi-state adviser, pension consultant or related adviser. Available records indicate the firm’s activity centers on a single hedge fund vehicle rather than a broad retail advisory platform. Management and ownership appear concentrated: the firm reports five owners with an average ownership stake of 34.0% each, which suggests decision-making and capital commitments are held by a small group of principals. Beyond the sponsor/CPO/CTA role, public information does not disclose a detailed, firm-level investment mandate, fee schedule or typical client segmentation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • MANEESH MODI

    Managing PartnerCRD 5541673

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
250 Fillmore St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth