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B•••••• P•••• C••••••, LLC, CRD 332023
RICHFIELD, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D•••••• M•••• D•••• | n/a | Bloomington, MN | 2 | 26 | 3 | no |
| T••••• M•••••• H••••• | n/a | Bloomington, MN | 2 | 26 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 2•• C••••••• L•• | Member | C | yes | 08/2024 | Aug 11, 2026 | Aug 11, 2026 |
| G•• C••••••• L•• | Member | C | yes | 08/2024 | Aug 11, 2026 | Aug 11, 2026 |
| T•• H•••••••• L•• |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 27, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 16.7% | 0 | 0 | 0 | 7 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $907M | 22.5% | n/a | n/a | 7 | 8 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| M••••• S•••••• | 4 | Aug 13, 2024 | Aug 5, 2024 | BLOOMINGTON, MN | Team lift out | Wirehouse to new firm | 0.0% |
| no |
| G•••• R•••••• H•••••• | Certified Financial Planner | Bloomington, MN | 2 | 10 | 1 | no |
| P•••••• L•••• S•••• | n/a | Bloomington, MN | 2 | 22 | 3 | no |
| S•••••• L••• G•••••••• | n/a | RICHFIELD, MN | Village of Golf, FL | 1 | 24 | 1 | no |
| M••• A••• R••••••••• | Chartered Financial Analyst | RICHFIELD, MN | 0 | 12 | 2 | no |
| Member |
| C |
| yes |
| 08/2024 |
| Aug 11, 2026 |
| Aug 11, 2026 |
| H•••••• T•••••• M•••••• | PARTNER, CO-FOUNDER AND CHIEF INVESTMENT OFFICER | C | yes | 08/2024 | Jun 14, 2024 | Nov 29, 2024 |
| H••••••• G••••• R•••••• | PARTNER AND CO-FOUNDER | C | yes | 08/2024 | Jun 14, 2024 | Nov 29, 2024 |
| S••••• P••••••• L•••• | PARTNER AND CO-FOUNDER | C | yes | 08/2024 | Jun 14, 2024 | Nov 29, 2024 |
| W••••••• A•••••• S• | CHIEF COMPLIANCE OFFICER | Na | no | 02/2025 | Aug 11, 2026 | Aug 11, 2026 |
| N•••••• C••••••••• A•••• | CHIEF COMPLIANCE OFFICER | Na | no | 08/2024 | Aug 2, 2024 | Nov 29, 2024 |
| $1.1B |
| $1.1B |
| 7 |
| 4 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 26, 2025 | $907M | $907M | 8 | 5 | 0 | n/a | n/a |