BPBI LLC

Overview

Bpbi LLC is a small, SEC-registered independent investment adviser organized as an LLC and active since 2017. The firm serves individual and family clients, charging fees as a percentage of assets under management and providing portfolio management for individuals and small businesses as well as selection of other advisers. The firm identifies itself as a capital allocator and relies on external managers rather than being vertically integrated into product manufacture. Bpbi LLC does not present itself as an ESG-focused or multi-state adviser. Bpbi’s operating profile points to a boutique allocator model: it manages a modest asset base while sourcing third-party managers and private funds to build client portfolios. That placement of manager selection and advisory duties into the firm’s stated activities suggests a focus on manager due diligence and allocation decisions rather than running large-scale in-house asset management platforms.

Assets & Accounts

Investments & Alternatives