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B••••• CAPITAL MANAGEMENT, INC., CRD 122434
WILMINGTON, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• G•••••• D•••• | Trustee | F | yes | 05/2011 | May 23, 2017 | Mar 25, 2024 |
| B•••••• G•••••• D•••• | PRESIDENT/CHIEF COMPLIANCE OFFICER | Na | yes | 04/1996 | May 23, 2017 | Mar 25, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| MYRTLE BEACH | Sc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 4 | -4 | n/a | 0 | 0 | 0 | 0 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $200M | $294M | -32.3% | $328M | -15.2% | 5 | 5 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| S••••••• F•••••••• I••••••••• A••••••• L•• | 3 | Oct 21, 2025 | Sep 24, 2024 | WILMINGTON, DE | Firm absorbed | Other | 75.0% |
| Shareholder |
| E |
| yes |
| 01/2021 |
| Mar 26, 2021 |
| Mar 25, 2024 |
| $200M |
| $200M |
| 5 |
| 4 |
| 1 |
| n/a |
| n/a |
| 2023 | Mar 25, 2024 | $294M | $294M | 5 | 4 | 1 | n/a | n/a |
| 2022 | Mar 23, 2023 | $268M | $268M | 5 | 4 | 1 | n/a | n/a |
| 2021 | Mar 10, 2022 | $328M | $328M | 5 | 4 | 1 | n/a | n/a |
| 2020 | Mar 26, 2021 | $271M | $271M | 5 | 4 | 1 | n/a | n/a |
| 2019 | Feb 17, 2020 | $212M | $212M | 6 | 5 | 1 | n/a | n/a |
| 2018 | Mar 14, 2019 | $163M | $163M | 4 | 4 | 1 | n/a | n/a |
| 2017 | Mar 12, 2018 | $149M | $149M | 5 | 5 | 1 | n/a | n/a |