BACAP ADVISORY PARTNERS, LLC
Total AUM
$61.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 SOUTH TRYON STREET
NC1-002-33-31
CHARLOTTE
NC 28255
USA
NC1-002-33-31
CHARLOTTE
NC 28255
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
704-386-0495
Financials
Total AUM
$61.3M
Accounts
1Discretionary
$61.3M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Company Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
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
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.