BPOC

RIASEC RegisteredEst. 2012
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$172M
Accounts
11
Employees
17
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
157573
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bpoc is a limited liability company registered with the SEC in 2012 that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its funds, running portfolio management for pooled vehicles and structuring private fund offerings. Its fee model combines a percentage-of-AUM charge with performance-based fees and other fee arrangements typical for private fund managers. Bpoc reports being an active ESG investor, which suggests ESG considerations are part of its manager selection, underwriting or portfolio monitoring processes. Bpoc’s client base is institutional rather than retail, and the firm is classified as a private equity fund rather than a multi-state discretionary wealth adviser or pension consultant. The firm is not described as a capital allocator; its role centers on raising, managing and sponsoring private funds rather than operating primarily as an allocator to external separate accounts.

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

Owners & executives

1 of 1
  • BRIAN KUCERA

    Chief Finance OfficerCRD 8150851

Contacts

2 of 2
  • GREGORY MOERSCHEL

    Managing PartnerCRD 2325214

  • MATTHEW PHILLIPS

    PartnerCRD 2928960

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
131 S Dearborn St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth