BHC TOPCO MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
331815
Registered since
June 28, 2024

Firm profile

FINTRX

Overview

BHC Topco Management LLC is a limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm is classified as unclassified in available data and is not identified as a capital allocator. It is not flagged as an active ESG investor and does not appear to operate as a multi-state advisory platform. Public disclosures list the firm’s role as sponsor, general partner, and managing member of pooled investment vehicles rather than as a traditional retail wealth manager.

Assets & Accounts

Investments & Alternatives

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
  • BRIAN ADAMSKY

    CFOCRD 6031424

Contacts

2 of 2
  • WILLIAM DYER

    Managing PartnerCRD 7934139

  • CHONG MOUA

    Managing PartnerCRD 4484515

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
353 W Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth