Bacap Advisory Partners, LLC is a large advisory firm based in Charlotte. It manages $61.35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of North Carolina.
Bacap Advisory Partners provides portfolio management for investment companies and pension consulting services. 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 Bacap Advisory Partners, LLC is $61.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 159% 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 Bacap Advisory 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.
Hollis Keith Winn has been acting as President since 1 Nov 2003. Alpesh Rathod joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bacap Advisory Partners, LLC performs its advisory services is located at 101 South Tryon Street, Charlotte, NC 28255 The mailing address of the firm is 101 South Tryon Street, Charlotte, NC 28255. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 704-386-0495 or by fax 704-388-2187. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.