Data / Investment advisers / North Carolina / BP Asset Management Inc.
BP Asset Management Inc., Charlotte, NC: $155 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
BP Asset Management Inc. is an SEC registered investment adviser with its main office in Charlotte, North Carolina and reports $155 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 328276
- SEC file number
- 801-135283
- SEC status
- Approved, effective February 19, 2026
- Main office
- 525 North Tryon Street Suite 1600, Charlotte, NC 28202
- Phone
- (980) 261-5233
- Regulatory AUM
- $155,286,000 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $155,286,000
- Accounts
- 3
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $155,286,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $155.3 million |
Other advisers in Charlotte
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cannon Advisors | Charlotte | $181.6 million | Not listed | adviserinfo.sec.gov |
| Front Porch Financial Advisory | Charlotte | $181.3 million | Not listed | adviserinfo.sec.gov |
| Dolan Capital Advisors, LLC | Charlotte | $179.1 million | Not listed | adviserinfo.sec.gov |
| Investor Advisory Group | Charlotte | $172.1 million | Not listed | adviserinfo.sec.gov |
| Hayden Harper Wealth Advisory, LLC | Charlotte | $171.1 million | 2 | adviserinfo.sec.gov |
| Blue Financial | Charlotte | $145.1 million | Not listed | adviserinfo.sec.gov |
| Forest Capital | Charlotte | $143.2 million | Not listed | adviserinfo.sec.gov |
| Calamita Wealth Management | Charlotte | $138.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charlotte, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- BP Asset Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.