Bull Path Capital Management, LLC (New York)

Bull Path Capital Management, LLC is a large advisory firm based in New York. It manages $443.15 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005.

Bull Path Capital Management provides 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.

Bull Path Capital Management: assets under management

The assets under management (AUM) of Bull Path Capital Management, LLC is $443.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $443.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bull Path Capital Management, 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.

Careers at Bull Path Capital Management, LLC

Robert Scott Lisbon joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Bruce Kaimowitz	Chief executive officer	1 Apr 2002	75% - 100%	1658259
Richard Eric Spector	Chief financial officer/chief operating officer	1 Apr 2002	Other	2304949
Richard Eric Spector	Chief compliance officer	1 Nov 2005	Other	2304949
Samir Dilip Shah	Prinicipal	1 Jan 2006	Other	2646931
Robert Scott Lisbon	Principal	1 Jan 2007	Other	3233009

Based in New York

The principal office where Bull Path Capital Management, LLC performs its advisory services is located at 150 East 52 Nd Street, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Sag Harbor, NY. It doesn’t run an office outside of the United States.