The BP MANAGEMENT GROUP is a privately held investment adviser that advises $206.29mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BP MANAGEMENT GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 243.19% over the last 5-years.
The Group has been registered with the SEC for 10.2 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 525 NORTH TRYON STREET SUITE 1600, CHARLOTTE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 150% over the last 5-years.
Their $206.29mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $155.29mn or 75.28% of Total Assets and High Net Worth Individuals own $44.47mn or 21.56% of Total Assets.
The Group's top investment strategies include Traditional LBO and FI/Credit - Diverse, representing 88.32% and 11.68% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
BP MANAGEMENT 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.