SourcingSourcing

BPBI LLC

B60
CRD 288133·SEC 801-110347·NEW YORK, NY
AUM
$51.0M
$25M-$100M
Est. Revenue
$510K
@ 1% on AUM
Est. EBITDA
$153K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BPBI LLC
CRD
288133
SEC file #
801-110347
EIN
—
DBA names
—

Economics

AUM
$51.0M
AUM band
$25M-$100M
AUM trajectory
'20'26
$54.9M → $51.0M▼ -7%
Client mix
Individuals High Net Worth8

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Rios Oliver, Adolfo, Demetrio
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Rios Oliver, Adolfo, Demetrio
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6647840
Trust Company Affiliate
No

People (2)

2
Rios Oliver, Adolfo, Demetrio
Direct Owner · 87.5%
6647840
CARLOS ALBERTO PONCE
IAR
5233318