Firm profile

BCP ADVISORS LLC

MIAMI, FLCRD 157973Latest ADV March 23, 2026

Bcp Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 23, 2026, reports $475M in regulatory assets under management, 5 employees, and 4,810 accounts.

Assets Under Management
$475M
Employees
5
Offices
--
Total Clients
4,810
Primary office
MIAMI, FL
175 S.W. 7TH STREET, SUITE 2310, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMauricio Armando
CCOCatalina Rey De Sa
COOSantiago Maggi

Advisory services offered

2 types reported
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 98.3% of total clients.
Top client categories% of clientsClients
1
Individuals
98.3%
4,727
2
Corporations
1.7%
83

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$475Mas of March 23, 2026
Discretionary81.8%
$389M
82% of total RAUM81.8%
Non-discretionary18.2%
$87M
18% of total RAUM18.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$475M
Total Accounts4,810
10Y AUM Change+$475M (+161003.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee962:1
10Y Employee Change+3 (+150.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.