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BSI WEALTH MANAGEMENT LLC, CRD 152562
NEW YORK, NY
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BREWER SPORTS INTERNATIONAL, LLC | MANAGING MEMBER | E | yes | 09/2009 | Nov 21, 2011 | Oct 30, 2017 |
| BREWER, JACK | MANAGING MEMBER | E | yes | 08/2009 | Nov 21, 2011 | Oct 30, 2017 |
| THE BREWER GROUP INC | Owner | E | yes | 12/2009 | Oct 30, 2017 | Oct 30, 2017 |
| BARBARIAN LLC | Owner | F | no | 08/2011 | Oct 30, 2017 | Oct 30, 2017 |
| MEEHAN, JESSE, MATHIAS | CHIEF COMPLIANCE OFFICER | Na | no | 10/2010 | Nov 21, 2011 | Oct 30, 2017 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ST. LOUIS PARK | Mn | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2016 | Mar 14, 2017 | $40.2M | $40.2M | 2 | 2 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $26.4M | $26.4M | 2 | 2 | n/a | n/a | n/a |
| 2014 | Mar 28, 2015 | $27.9M | $27.9M | 3 | 3 | n/a | n/a | n/a |
| 2013 | Mar 21, 2014 | $18.2M | $18.2M | 2 | 2 | n/a | n/a | n/a |
| 2012 | Mar 25, 2013 | $30.5M | $13.0M | 2 | 2 | n/a | n/a | n/a |
| 2011 | Mar 13, 2012 | $53.7M | $20.8M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2016 | $13.1M | $26.4M | -50.3% | $18.2M | -10.3% | 2 | 2 | 2 | n/a |