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Bpp Capital, LLC (Charlotte)


Bpp Capital, LLC is a large advisory firm based in Charlotte. It manages $199.95 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of North Carolina.

Bpp Capital provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bpp Capital: assets under management

The assets under management (AUM) of Bpp Capital, LLC is $199.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $199.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bpp Capital, LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Bpp Capital, LLC performs its advisory services is located at 1355 Greenwood Cliff Road, Charlotte, NC 28204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-945-0493. The normal business hours are 8:30am - 5:00pm on Monday - Friday.


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