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Bpi Global Asset Management LLP (Orlando)


Bpi Global Asset Management LLP is a large advisory firm based in Orlando. It manages $2.64 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

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Bpi Global Asset Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bpi Global Asset Management: assets under management

The assets under management (AUM) of Bpi Global Asset Management LLP is $2.64 billion. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.63 billion in discretionary accounts and $9.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.83 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bpi Global Asset Management LLP for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ci Global Holdings Inc. 100% shareholder 1 Mar 1997 75% - 100% 59-3439095
C.I. Fund Management Inc. 100% shareholder 1 Aug 1999 75% - 100% foreign
Ci Fund Management Inc. 100% shareholder 1 Aug 1999 75% - 100% foreign
Ci Mutual Funds Inc. 100% shareholder 1 Jan 2000 75% - 100% foreign
Sun Life Assurance Company Of Canada 31.2% shareholder 1 Jul 2002 25% - 50% foreign
Sun Life Financial Inc. 34% shareholder 1 Jul 2002 25% - 50% foreign
Ryan Robert Burrow Member, managing partner, manager 1 May 2005 Other 4358273
Daniel Robert Jaworski Member, managing director, manager 1 May 2005 Other 1740281
William Paul Sterling Member, chief executive officer, manager 1 May 2005 Other 4372068
Robert Beckwitt Member, managing director, manager 1 May 2005 Other 2727959
Robert Andrew Prindiville Member, manager 1 May 2005 Other 1227613
James Lawrence Mcgovern Manager 1 May 2005 Other 4975815

Based in Orlando

The principal office where Bpi Global Asset Management LLP performs its advisory services is located at 1900 Summit Tower Blvd, Suite 450, Orlando, FL 32810, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 407-660-6100 or by fax 407-667-5778. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.bpiglobal.com.


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