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Building 2BACAP ADVISORY PARTNERS, LLC

Map pinCHARLOTTE, NC
Phone704-386-0495
NotebookSEC #801-61037
Total AUM
$61.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 SOUTH TRYON STREET
NC1-002-33-31
CHARLOTTE
NC 28255
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
704-386-0495

ReceiptFinancials

Total AUM
$61.3M
Accounts
1
Discretionary
$61.3M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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