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Bearing Point Capital, LLC

● SEC registered since 2024CRD 332023SEC# 801-130682Bloomington, MN
Export (members)
Reg. AUM
$907.5M
Employees
8
Accounts
715
Location
Bloomington, MN

Bearing Point Capital, LLC assets under management

Bearing Point Capital, LLC is a registered investment adviser overseen by the SEC based in Bloomington, MN. The firm has been registered since 2024. It reports $907.5 million in regulatory assets under management and employs 8 people.
www.bearingpointcap.comView on SEC.gov ↗

Bearing Point Capital, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew S WarningChief Compliance OfficerUnder 5%2025
Gregg Richard Huberty ControlPartner And Co-Founder25-50%2024
Patrick Louis Smith ControlPartner And Co-Founder25-50%2024
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Frequently asked questions

How much does Bearing Point Capital, LLC manage?

Bearing Point Capital, LLC reports $907.5 million in regulatory assets under management on its Form ADV.

How many employees does Bearing Point Capital, LLC have?

Bearing Point Capital, LLC reports 8 employees.

Where is Bearing Point Capital, LLC located?

Bearing Point Capital, LLC is based in Bloomington, MN and has been SEC-registered since 2024.

Does Bearing Point Capital, LLC disclose fund performance?

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

Contact & registration

Address3800 American Blvd. West, Suite 935, Bloomington, MN 55431
Phone952-800-6301
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$907.5M
Non-discretionary$0
Total (RAUM)$907.5M