Bishopsgate Investment Company

RIASEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$785K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
104516
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bishopsgate Investment Company is organized as a corporation owned by an individual and reports an institutional client base while offering portfolio management for both individuals/small businesses and pooled investment vehicles. The firm charges clients on a percentage-of-AUM basis and also uses hourly billing for certain services. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The SEC registration year is not provided. Although the firm’s profile marks it as “not a capital allocator,” it still deploys third‑party managers for specific alternative strategies (see Investments & Alternatives). The combination of advisory activity across retail-sized clients and pooled vehicles suggests a hybrid practice model rather than a pure private wealth shop or pure fund-of-funds allocator.

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

Contacts

1 of 1
  • David Huddleston

    PresidentCRD 2253819

Wealth teams

FINTRX

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth