BI
Bishopsgate Investment Company
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 104516
· SEC file 801-62472
·
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ADV data as of Feb 27, 2026
- Regulatory AUM
- $1.6M
- Discretionary
- $1.6M
- Clients
- 2
- Avg AUM / client
- $785K
- Accounts
- 2
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $1.6M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Thorn Huddleston | Registered representative | CFA | Jul 1992 (34y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 978 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗