Bpbi Llc
- Regulatory AUM
- $51.0M
- Discretionary
- $12.0M
- Clients
- 8
- Avg AUM / client
- $6.4M
- Accounts
- 9
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 8 | $44.5M | 87.2% |
| Insurance companies | Fewer than 5 clients | $6.5M | 12.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rios Oliver, Adolfo, Demetrio | Chief Executive Officer, Chief Compliance Officer ,Managing Member | Oct 2016 (10y) | 75% or more | |
| Carlos Alberto Ponce | Registered representative | Apr 2019 (7y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/06/2026 | 1.03 MB | 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
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- UBS $42.8M (84% of AUM) Mar 2026
- BNY Mellon $32.3M (51% of AUM) Nov 2022
- Merrill Lynch $15.2M (25% of AUM) Feb 2025
- Inversora Bursatil Sa De Cv $7.1M (14% of AUM) Mar 2026
- Fidelity Distributors Company Llc $3.3M (6% of AUM) Jun 2020
- Fidelity Investments Institutional Services Company, Inc. $3.0M (6% of AUM) Mar 2019
- Fidelity Brokerage Services $2.7M (4% of AUM) Feb 2025
- Pershing $735K (1% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗