Bpg Properties, Ltd. (Yardley)

Name: Bpg Properties, Ltd.
Address: 770 Township Line Road, Yardley, PA, 19067 4231
Telephone: 267-757-0600

Bpg Properties, Ltd. is a large advisory firm based in Yardley. It manages $1.32 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Pennsylvania.

Bpg Properties provides portfolio management for pooled investment vehicles and real estate investment. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bpg Properties: assets under management

The assets under management (AUM) of Bpg Properties, Ltd. is $1.32 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bpg Properties, Ltd. 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 Bpg Properties, Ltd.

Llc Equus Gp joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel M Dilella	Chief executive officer	1 Jun 1989	Other	5960528
Robert K Maloney	Chief financial officer	1 Jun 1989	Other	5960534
Arthur P Pasquarella	Chief operating officer	1 Jun 1992	Other	5960529
Barry Howard	Chief compliance officer	1 Jun 2000	Other	5960532
Llc Bpg Gp	General partner	1 Jan 2005	Other	20-2170475
L.P. Management Partnership Benefit	Limited partner	1 Jan 2005	50% - 75%	26-0001563
Ltd. Berwind Property Group	Limited partner	1 Jan 2005	25% - 50%	23-2896657
Llc Equus Gp	General partner	1 Feb 2013	Other	20-2170475

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Berwind Corporation	Shareholder	1 Nov 1989	75% - 100%	23-0406815
Inc. Berwind Property Group	General partner	1 May 1997	Other	23-2581309
Berwind Investors Llc	Limited partner	1 Nov 2000	75% - 100%	01-0627223
The Berwind Company Llc	Member	1 Jan 2002	75% - 100%	01-0627223
Berwind Holdings I L.P.	Shareholder	1 Sep 2004	25% - 50%	26-0096369
Daniel M Dilella	Limited partner	1 Jan 2005	25% - 50%	5960528
Jessica M. Berwind James D. Berwind Arthur R.G. Solmssen Jr. And Richard P. Wild Trustees Joanna B. Creamer	Limited partner	1 Jan 2010	75% - 100%	23-6407247
Berwind Holdings I L.P.	Member	1 Jan 2010	75% - 100%	26-0096369
Berwind Gp I Llc	General partner	1 Jan 2010	Other	38-3807633
Jessica M. Berwind James D. Bewind Arthur R. G. Solmssen Jr. And Richard P. Wild Trustees Joanna B. Creamer	Member	1 Jan 2010	75% - 100%	23-6407247

Based in Yardley

The principal office where Bpg Properties, Ltd. performs its advisory services is located at 770 Township Line Road, Yardley, PA 19067 4231, which is also the mailing address of the firm. An additional office of the firm is in Raleigh, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 267-757-0600 or by fax 267-757-0549. The normal business hours are 8:20am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bpgltd.com.