# BP Asset Management Inc.

> BP Asset Management Inc. is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 328276
- Filed as: BP ASSET MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328276
- AdvisorCensus page: https://advisorcensus.com/firm/bp-asset-management-inc-charlotte-nc-328276

## Quick answers

**How is BP Asset Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), BP Asset Management Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BP Asset Management Inc. located?**
BP Asset Management Inc.'s principal office is in Charlotte, NC, according to its Form ADV.

**Is BP Asset Management Inc. registered with the SEC or a state?**
BP Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 328276.

**How much does BP Asset Management Inc. manage?**
BP Asset Management Inc. reports $155,286,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does BP Asset Management Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does BP Asset Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328276

**What changed in BP Asset Management Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $155,286,000
- Discretionary: $155,286,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $155,286,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | September 15, 2023 |
| October 2024 | Not reported | Not reported | February 2, 2024 |
| October 2025 | Not reported | Not reported | August 4, 2025 |
| October 2026 | $155,286,000 | 3 | March 26, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BP Asset Management Inc. (CRD 328276): Form ADV filing data as of October 2026.