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Bdfs Capital LLC

● SEC registered since 2021CRD 287680SEC# 801-120724Rehoboth Beach, DE
Export (members)
Reg. AUM
$325.2M
Employees
9
Accounts
1,653
Location
Rehoboth Beach, DE

Bdfs Capital LLC assets under management

Bdfs Capital LLC is an SEC-registered investment adviser based in Rehoboth Beach, DE. The firm has been registered since 2021. It reports $325.2 million in regulatory assets under management and employs 9 people.

Bdfs Capital LLC owners & executives

4 reported
NameTitleOwnershipSince
Black Diamond Financial Solutions Inc ControlMemberOver 75%2010
Jeffrey Thomas Puglia ControlPresidentUnder 5%2014
Mark Anthony NehraChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Bdfs Capital LLC manage?

Bdfs Capital LLC reports $325.2 million in regulatory assets under management on its Form ADV.

How many employees does Bdfs Capital LLC have?

Bdfs Capital LLC reports 9 employees.

Where is Bdfs Capital LLC located?

Bdfs Capital LLC is based in Rehoboth Beach, DE and has been SEC-registered since 2021.

Does Bdfs Capital LLC disclose fund performance?

Bdfs Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE 19971
Phone302-265-2236
Fax302-265-2109
Office hours9:00a.m. - 4:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$322.3M
Non-discretionary$2.9M
Total (RAUM)$325.2M