BPT INVESTMENT PARTNERS MANAGEMENT, LLC

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

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
170167

Firm profile

FINTRX

Overview

BPT Investment Partners Management, LLC is a small, privately held limited liability company that operates primarily through a single private fund vehicle. The firm’s filings and public summary indicate no retail or institutional advisory clients reported on an advisory account basis; instead the organization appears to focus on managing a pooled hedge fund. There is limited public disclosure about formal investment mandates, target sectors, or stated portfolio construction, which suggests a compact, manager-driven approach rather than a broad, multi-product RIA platform. Ownership is concentrated: the entity shows a handful of owners rather than wide external ownership, which typically aligns with a boutique manager model where founders or principals retain control and allocate capital through the fund structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 TAYLOR

    Chief Executive OfficerCRD 5001010

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
60 S 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth