The BBK CAPITAL PARTNERS is a privately held investment adviser that advises $904.92mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BBK CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 46.23% over the last 5-years.
The Group has been registered with the SEC for 13.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 221 E. 4TH STREET SUITE 2700, CINCINNATI, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 21 employees comprised of 14 investment and 7 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $904.92mn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 20 other accounts. Assets of High Net Worth Individuals clients own $626.12mn or 69.19% of Total Assets and Individuals own $230.36mn or 25.46% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 3 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.
BBK CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.