Bearing Point Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richfield, MN. Its latest Form ADV filing, dated April 27, 2026, reports $1.1B in regulatory assets under management, 7 employees, and 896 accounts.
Assets Under Management
$1.1B
Employees
7
Offices
--
Total Clients
236
Primary office
RICHFIELD, MN
2 MERIDIAN CROSSINGS, SUITE 320, RICHFIELD, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.8% of total clients.
Top client categories% of clientsClients
1
Individuals
56.8%
134
2
HNWI
40.3%
95
3
Corporations
2.1%
5
4
Banks
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 27, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts896
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.