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Bme Investment Partners, LLC (Roswell)


Bme Investment Partners, LLC is a large advisory firm based in Roswell. It manages $1.88 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Georgia, and Texas.

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Bme Investment Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bme Investment Partners: assets under management

The assets under management (AUM) of Bme Investment Partners, LLC is $1.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1778% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.88 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $939 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bme Investment Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeffrey Steven Vincent Manager 1 Dec 2000 Other 722540
Llc Laird Norton Company Member 1 Aug 2006 75% - 100% 91-2027437
Llc Lnc Investment Co Member 1 Jan 2007 25% - 50% 20-5433626
Inc. White Pine Member 1 Dec 2007 25% - 50% 26-1630532
Llc Laird Norton Company Shareholder 1 Dec 2007 75% - 100% 91-2027437
Timothy J Carver Board member 1 Oct 2008 Other 5384523
Paul Richard Greenwood Board member 1 Oct 2008 Other 4982347
Jeffrey Steven Vincent Board member 1 Oct 2008 Other 722540
Andrew Laird Turner Board member 1 Oct 2008 Other 5249162
Nick A. Pavelich Board member 1 Oct 2008 Other 4931628

Based in Roswell

The principal office where Bme Investment Partners, LLC performs its advisory services is located at 1080 Holcomb Bridge Road, Roswell, GA 30076, 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 678-578-0260 or by fax 678-578-0261. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.bmeinv.com.


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