The BPM ADVISORS GROUP is a privately held investment adviser that advises $268.33mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BPM ADVISORS GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 17,172.29% over the last 5-years.
The Group has been registered with the SEC for 14.08 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at ONE CALIFORNIA STREET, SUITE 2500, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 500% over the last 5-years.
Their $268.33mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $46.44mn or 17.31% of Total Assets and Individuals own $7.91mn or 2.95% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
BPM ADVISORS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.