Bpi Global Asset Management LLP is a large advisory firm based in Orlando. It manages $2.64 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Bpi Global Asset Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bpi Global Asset Management LLP is $2.64 billion. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bpi Global Asset Management LLP for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bpi Global Asset Management LLP performs its advisory services is located at 1900 Summit Tower Blvd, Suite 450, Orlando, FL 32810, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 407-660-6100 or by fax 407-667-5778. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.bpiglobal.com.