BFSG is a fund manager in Irvine with $1.10 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
208532658
SEC advisor number
801-67796
FINRA CRD number
143617
AUM ?
$1.10 bn
(as of 8 Nov 22)
Accounts
1,860
(as of 8 Nov 22)
Employees
31
(21 investment advisory or research)
Address
BFSG
2040 MAIN STREET
SUITE 150
IRVINE
CA 92614
2040 MAIN STREET
SUITE 150
IRVINE
CA 92614
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
949-955-2552
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Powers, Patrick, David | Co-president | 01/2016 | < 5% |
Focus Operating, LLC | Member (Manager) | 03/2007 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Campbell, John, Christopher | Co-president | 03/2007 | < 5% |
Allbee, Michael, Angelo | Vice President and Chief Compliance Officer | 01/2016 | < 5% |
Stewart, Darren, Robert | Vice President and Secretary | 01/2016 | < 5% |
Rowey, Christopher, Scott | Vice President | 01/2016 | < 5% |
Lau, Grace | Co-president | 01/2017 | < 5% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Schackman, Martina, Marie | Vice President | 03/2019 | < 5% |
Yamshon, Steven, Lee | Co-president | 01/2020 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Benefit Financial Services Group | $1.10 bn | |
805-2135054767 | $19.47 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21