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