Bpg Properties, Ltd. (Yardley)

Publish date: 2024-03-24

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.

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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.

Bpg Properties: assets under management

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 firm manages $1.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.09 million each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bpg Properties, Ltd.

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

Direct owners and executive officers



Indirect Owners

The SEC currently registers 10 indirect owners.

Based in Yardley

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.

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