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BCSF ADVISORS, LP

BOSTON, MA · CRD 282092 · IAPD ↗ · 617-516-2318

$3.65BRegulatory AUM
272Advisory reps
682Employees
0Clients
n/aPlanning clients
0Private funds
1States
3Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — BCSF ADVISORS, LP grew from 255 to 272 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — BCSF ADVISORS, LP grew from 227 to 255 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — BCSF ADVISORS, LP grew from 201 to 227 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.